Planning Center, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 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 Q3 2023
NameSharesValueWeighting ↓
Wealthstream Advisors, Inc. 553,621$12,434,3248.10%
Relaxing Retirement Coach 893,645$20,071,3177.43%
Cravens & Co Advisors, LLC 336,325$7,553,8606.99%
Advisory Services & Investments, LLC 301,856$6,779,6856.74%
AWM CAPITAL, LLC 747,389$16,786,3525.71%
BetterWealth, LLC 520,178$11,683,2045.26%
Hill Investment Group Partners, LLC 911,183$20,465,1634.95%
Syverson Strege & Co 463,744$10,415,6964.72%
HTG Investment Advisors, Inc. 193,990$4,357,0154.41%
Hassell Wealth Management, LLC 230,458$5,547,1184.16%
View complete list of DIMENSIONAL ETF TRUST shareholders