Kestra Advisory Services, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 67 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$408,639
+34.2%
17,264
+38.1%
0.00%
+33.3%
Q2 2023$304,576
+12.4%
12,498
+7.8%
0.00%0.0%
Q1 2023$270,989
+10.6%
11,592
+6.9%
0.00%
+50.0%
Q4 2022$245,07010,8390.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Heritage Financial Services, LLC 1,448,765$33,867,3457.38%
Asset Dedication, LLC 1,710,321$40,0033.71%
3D/L Capital Management, LLC 496,323$11,602,4043.08%
Del-Sette Capital Management, LLC 129,990$3,038,7372.99%
True Wealth Design, LLC 276,451$6,462,5192.71%
Opes Wealth Management LLC 281,999$6,592,2062.12%
Verum Partners LLC 84,993$1,986,8672.12%
LAM GROUP, INC. 77,470$1,810,9931.78%
MARYLAND CAPITAL ADVISORS INC. 68,574$1,603,0381.42%
SENTINEL TRUST CO LBA 413,000$9,6551.37%
View complete list of DIMENSIONAL ETF TRUST shareholders