Financial Planning & Information Services, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Planning & Information Services, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$285,709
-2.4%
11,275
-1.0%
0.05%
-1.9%
Q2 2023$292,697
-25.3%
11,389
-27.5%
0.05%
-28.9%
Q1 2023$391,850
+5.8%
15,718
+5.1%
0.08%
-3.8%
Q4 2022$370,28714,9490.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Hassell Wealth Management, LLC 415,894$11,008,7168.25%
Merriman Wealth Management, LLC 6,266,747$155,227,3127.96%
BetterWealth, LLC 571,590$14,158,2786.37%
Leading Edge Financial Planning LLC 243,192$6,023,8685.21%
Stordahl Capital Management, Inc. 640,830$15,873,3655.20%
JMG Financial Group, Ltd. 3,736,621$92,5565.08%
RCS Financial Planning, LLC 178,719$4,426,8754.30%
Advisory Services & Investments, LLC 166,336$4,120,1324.10%
VANCE WEALTH, INC. 246,868$6,114,9203.81%
Cahill Wealth Management, LLC 173,098$4,803,4643.49%
View complete list of DIMENSIONAL ETF TRUST shareholders