Kestra Advisory Services, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 137 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$891,596
+22.3%
45,676
+34.8%
0.01%
+28.6%
Q2 2023$729,205
+37.5%
33,885
+37.3%
0.01%
+16.7%
Q1 2023$530,337
+18.6%
24,678
+16.7%
0.01%
+50.0%
Q4 2022$447,19621,1440.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Brown Financial Advisory 652,632$12,739,37711.29%
RAM Investment Partners, LLC 1,162,426$22,690,5639.60%
Elwood & Goetz Wealth Advisory Group, LLC 1,574,992$30,743,8497.13%
Rather & Kittrell, Inc. 788,590$15,393,2726.21%
Arista Wealth Management, LLC 688,260$13,434,8345.26%
ASSET PLANNING CORPORATION 301,547$5,886,1984.53%
Beaird Harris Wealth Management, LLC 1,668,420$32,567,5513.90%
Core Wealth Management, Inc. 358,196$6,991,9823.62%
Pinnacle Financial Group, LLC / IL 260,105$5,077,2433.02%
Onyx Financial Advisors, LLC 168,744$3,293,8852.83%
View complete list of DIMENSIONAL ETF TRUST shareholders