Oakwell Private Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Oakwell Private Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$31,764,480
+14.0%
1,188,346
+8.7%
8.97%
+5.9%
Q1 2024$27,873,027
+17.9%
1,093,489
+15.4%
8.47%
+2.5%
Q4 2023$23,649,946
+27.1%
947,514
+18.7%
8.26%
+4.7%
Q3 2023$18,611,281
+9.4%
798,425
+12.8%
7.90%
+10.9%
Q2 2023$17,017,539
+24.5%
707,590
+22.2%
7.12%
+14.4%
Q1 2023$13,663,308579,1996.22%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
CAPSTONE CAPITAL LLC 477,250$12,756,89211.40%
EnRich Financial Partners LLC 1,088,680$29,100,42110.67%
GREAT OAK CAPITAL PARTNERS, LLC 952,233$24,929,4549.38%
Your Advocates Ltd., LLP 825,255$22,059,0699.26%
Kooman & Associates 850,136$22,724,1359.14%
Oakwell Private Wealth Management, LLC 1,188,346$31,764,4808.97%
Heritage Financial Services, LLC 2,243,881$59,978,9408.60%
Seaside Wealth Management, Inc. 773,922$20,686,9268.58%
Pinnacle Financial Group, LLC / IL 686,138$18,340,4587.84%
BCR Wealth Strategies, LLC 450,826$12,0507.84%
View complete list of DIMENSIONAL ETF TRUST shareholders