CFS Investment Advisory Services, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CFS Investment Advisory Services, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$313
-9.0%
16,012
+0.1%
0.05%
+13.6%
Q2 2023$344
-2.0%
15,996
-2.2%
0.04%
-31.2%
Q1 2023$351
+15.8%
16,354
+14.2%
0.06%
-7.2%
Q4 2022$303
-99.9%
14,323
-95.2%
0.07%
+1.5%
Q3 2022$296,000295,8020.07%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
Brown Financial Advisory 619,879$13,339,79710.89%
RAM Investment Partners, LLC 1,140,023$24,533,29210.26%
Elwood & Goetz Wealth Advisory Group, LLC 1,530,157$32,928,9717.50%
Rather & Kittrell, Inc. 692,039$14,892,6726.22%
Arista Wealth Management, LLC 635,178$13,669,0405.68%
ASSET PLANNING CORPORATION 286,635$6,168,3754.69%
Beaird Harris Wealth Management, LLC 1,675,198$36,050,2514.32%
Core Wealth Management, Inc. 332,829$7,162,4843.64%
Advisory Services & Investments, LLC 193,924$4,173,2453.45%
Relaxing Retirement Coach 469,441$10,102,3913.04%
View complete list of DIMENSIONAL ETF TRUST shareholders