Wealthstream Advisors, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 155 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Wealthstream Advisors, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$378,598
+0.6%
15,150
+2.7%
0.14%
-2.8%
Q1 2024$376,433
+48.4%
14,745
+51.1%
0.14%
+36.2%
Q4 2023$253,5839,7610.10%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Forum Financial Management, LP 13,792,772$344,681,3776.24%
Creative Capital Management Investments LLC 511,923$12,792,9566.22%
Sprinkle Financial Consultants LLC 303,505$7,584,5205.98%
DiNuzzo Private Wealth, Inc. 1,535,460$38,371,1525.18%
Private Ocean, LLC 2,180,268$54,484,8994.81%
Private Wealth Management Group, LLC 423,531$10,584,0404.58%
RS CRUM INC. 679,199$16,973,1914.45%
Tilson Financial Group, Inc. 175,300$4,3814.42%
Advisory Services & Investments, LLC 230,811$5,767,9734.01%
Syverson Strege & Co 469,968$11,744,5024.00%
View complete list of DIMENSIONAL ETF TRUST shareholders