Congress Wealth Management LLC / DE / - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 262 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2022$208,000
-93.3%
8,079
-91.3%
0.01%
-91.2%
Q1 2022$3,100,000
+4.0%
92,584
+1.9%
0.07%
+15.3%
Q4 2021$2,982,00090,8690.06%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2022
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,453,013$46,830,60931.79%
Team Hewins, LLC 1,688,809$54,430,31028.89%
RESOURCE CONSULTING GROUP INC 2,241,534$72,244,65318.63%
M Financial Asset Management, Inc. 136,495$4,39915.57%
Shearwater Capital LLC 374,086$12,056,80311.20%
KRAFT ASSET MANAGEMENT, LLC 372,966$12,020,69210.72%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,467,562$47,299,53510.69%
DOPKINS WEALTH MANAGEMENT, LLC 333,113$10,736,22210.05%
BAYSHORE ASSET MANAGEMENT, LLC 523,149$16,861,10010.03%
Disciplined Equity Management, Inc. 352,583$11,363,7519.62%
View complete list of DIMENSIONAL ETF TRUST shareholders