BRIGGS ADVISORY GROUP, INC. - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 4 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Quarter-by-quarter ownership
BRIGGS ADVISORY GROUP, INC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$869,920
+49.7%
36,582
+48.9%
0.50%
+53.7%
Q2 2023$581,128
+11.1%
24,572
+11.9%
0.32%
+4.5%
Q1 2023$522,901
+0.5%
21,966
-6.3%
0.31%
-6.3%
Q4 2022$520,469
+22.2%
23,434
+2.1%
0.33%
+3.4%
Q3 2022$426,000–22,959–0.32%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 7,755,423$184,423,9639.54%
Del-Sette Capital Management, LLC 235,790$5,607,0985.52%
Planning Center, Inc. 751,541$17,871,6454.64%
LAM GROUP, INC. 170,370$4,051,3993.98%
Integris Wealth Management, LLC 489,360$11,636,9823.82%
Hassell Wealth Management, LLC 223,529$5,022,7693.66%
Seaside Wealth Management, Inc. 278,260$6,617,0303.36%
Forum Financial Management, LP 6,367,210$151,412,2553.35%
KEB ASSET MANAGEMENT, LLC 322,806$7,676,3273.17%
Delap Wealth Advisory, LLC 125,740$2,990,0972.89%
View complete list of DIMENSIONAL ETF TRUST shareholders