Kathleen S. Wright Associates Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$105,583
+1.2%
4,440
+0.7%
0.06%
-10.6%
Q2 2023$104,297
+0.3%
4,410
+1.0%
0.07%
-2.9%
Q1 2023$103,9564,3670.07%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 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