Kestra Advisory Services, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 136 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$461,203
+47.0%
9,944
+46.9%
0.01%
+66.7%
Q2 2023$313,697
+14.6%
6,768
+15.4%
0.00%0.0%
Q1 2023$273,662
+2.0%
5,865
+0.8%
0.00%
+50.0%
Q4 2022$268,2905,8210.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
TRIAD FINANCIAL ADVISORS, INC. 616,393$28,588,32010.07%
Beaird Harris Wealth Management, LLC 1,743,198$80,849,5059.68%
RCS Financial Planning, LLC 264,838$12,283,1929.38%
Onyx Financial Advisors, LLC 218,118$10,116,3008.69%
Mattern Wealth Management LLC 586,342$27,194,5427.97%
RAM Investment Partners, LLC 392,470$18,202,7807.70%
Rather & Kittrell, Inc. 367,829$17,059,9096.88%
LEGACY FINANCIAL GROUP, INC. 256,002$11,873,3825.86%
Great Waters Wealth Management 621,241$28,806,9525.72%
Allegiance Financial Group Advisory Services LLC 160,561$7,446,8234.19%
View complete list of DIMENSIONAL ETF TRUST shareholders