Planning Center, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 206 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Planning Center, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$10,410,479
-0.2%
446,610
+3.0%
2.70%
+2.1%
Q2 2023$10,430,750
+4.4%
433,711
+4.6%
2.65%
-3.5%
Q1 2023$9,993,134
+42.3%
414,825
+32.7%
2.75%
+28.6%
Q4 2022$7,021,266312,6122.14%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Your Advocates Ltd., LLP 1,213,497$28,286,61416.88%
Kooman & Associates 740,089$17,251,4758.73%
Seaside Wealth Management, Inc. 690,320$16,091,3718.18%
Oakwell Private Wealth Management, LLC 798,425$18,611,2817.90%
Wealthstream Advisors, Inc. 622,241$14,504,4417.49%
Cravens & Co Advisors, LLC 332,745$7,756,2867.29%
Advisory Services & Investments, LLC 346,507$8,077,0717.10%
Forum Financial Management, LP 13,543,648$315,702,4366.98%
BCR Wealth Strategies, LLC 346,346$8,0736.43%
Pinnacle Financial Group, LLC / IL 457,606$10,666,7986.35%
View complete list of DIMENSIONAL ETF TRUST shareholders