CGN Advisors LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 144 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
CGN Advisors LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q4 2023$1,389,756
+40.5%
61,115
+20.6%
0.19%
+44.4%
Q3 2023$989,389
-8.7%
50,686
+0.7%
0.13%
-14.2%
Q2 2023$1,083,403
+51.6%
50,344
+51.4%
0.16%
+37.2%
Q1 2023$714,454
+40.8%
33,246
+38.6%
0.11%
+27.0%
Q4 2022$507,45923,9930.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 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