CGN Advisors LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$2,568,144
+27.9%
107,996
+27.2%
0.35%
+20.1%
Q2 2023$2,007,254
+7.0%
84,873
+7.7%
0.29%
-2.7%
Q1 2023$1,876,502
+25.4%
78,828
+17.0%
0.30%
+12.5%
Q4 2022$1,495,97467,3560.26%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 7,755,423$184,423,9639.54%
Del-Sette Capital Management, LLC 235,790$5,607,0985.52%
Planning Center, Inc. 751,541$17,871,6454.64%
LAM GROUP, INC. 170,370$4,051,3993.98%
Integris Wealth Management, LLC 489,360$11,636,9823.82%
Hassell Wealth Management, LLC 223,529$5,022,7693.66%
Seaside Wealth Management, Inc. 278,260$6,617,0303.36%
Forum Financial Management, LP 6,367,210$151,412,2553.35%
KEB ASSET MANAGEMENT, LLC 322,806$7,676,3273.17%
Delap Wealth Advisory, LLC 125,740$2,990,0972.89%
View complete list of DIMENSIONAL ETF TRUST shareholders