Cassady Schiller Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$316,307
-0.7%
9,6970.0%0.18%
+1.2%
Q2 2023$318,537
+7.5%
9,697
+5.4%
0.17%
+24.5%
Q1 2023$296,410
+6.0%
9,1970.0%0.14%
-19.2%
Q4 2022$279,580
+12.3%
9,197
-4.9%
0.17%
+19.4%
Q3 2022$249,000
-10.4%
9,666
+0.4%
0.14%
-1.4%
Q2 2022$278,000
-12.3%
9,627
+1.7%
0.15%
-4.6%
Q1 2022$317,000
+28.9%
9,465
+26.5%
0.15%
+3.4%
Q4 2021$246,0007,4830.15%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,467,097$44,599,74931.52%
Team Hewins, LLC 1,701,007$51,710,61428.04%
Equius Partners, Inc. 1,952,148$59,345,28618.32%
RESOURCE CONSULTING GROUP INC 2,288,545$69,571,77118.19%
M Financial Asset Management, Inc. 137,215$4,19015.30%
Shearwater Capital LLC 379,598$11,569,26511.69%
KRAFT ASSET MANAGEMENT, LLC 408,878$12,429,88211.33%
KEB ASSET MANAGEMENT, LLC 679,874$20,668,15510.99%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,465,090$44,538,77410.64%
BAYSHORE ASSET MANAGEMENT, LLC 507,097$15,415,7569.92%
View complete list of DIMENSIONAL ETF TRUST shareholders