Planning Center, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V682. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Planning Center, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$859,011
+14.3%
29,228
+18.4%
0.22%
+16.8%
Q2 2023$751,290
+0.9%
24,681
-0.1%
0.19%
-6.8%
Q1 2023$744,476
+3.6%
24,717
-3.1%
0.20%
-6.4%
Q4 2022$718,37525,4950.22%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Five Oceans Advisors 297,028$8,729,6535.60%
Quantum Financial Advisors, LLC 589,921$17,337,7715.10%
Abacus Wealth Partners, LLC 339,513$9,978,2743.09%
AWM CAPITAL, LLC 387,831$11,398,3622.32%
Greenspring Advisors, LLC 133,416$3,921,0961.24%
Retirement Solution Inc. 118,876$3,493,7521.15%
Francis Financial, Inc. 69,488$2,042,2531.07%
SEVEN MILE ADVISORY 20,402$599,6150.63%
Cordant, Inc. 26,478$778,1890.51%
Trellis Wealth Advisors LLC 24,387$716,7290.45%
View complete list of DIMENSIONAL ETF TRUST shareholders