WEALTHSPAN PARTNERS, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 278 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
WEALTHSPAN PARTNERS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$557,906
+6.2%
17,440
+4.9%
0.31%
-0.6%
Q1 2024$525,516
+20.0%
16,625
+8.6%
0.31%
+1.0%
Q4 2023$437,990
+39.2%
15,309
+25.0%
0.31%
+23.3%
Q3 2023$314,625
-1.7%
12,247
+1.5%
0.25%
-1.6%
Q2 2023$320,12512,0620.25%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2024
NameSharesValueWeighting ↓
FISCHER INVESTMENT STRATEGIES, LLC 522,938$16,728,79216.31%
Adero Partners, LLC 6,751,837$215,991,25215.75%
Grunden Financial Advisory, Inc. 815,968$26,102,84213.63%
Safeguard Investment Advisory Group, LLC 1,369,030$43,813,62313.61%
MB Generational Wealth, LLC 545,496$17,450,41713.52%
Oceanside Advisors LLC 512,919$16,408,28713.26%
Aprio Wealth Management, LLC 2,228,963$71,304,51512.99%
Christopher J. Hasenberg, Inc 861,948$27,573,71712.49%
Merriman Wealth Management, LLC 8,211,229$262,677,22211.48%
Meredith Wealth Planning 663,875$21,237,34811.13%
View complete list of DIMENSIONAL ETF TRUST shareholders