Planning Center, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.8%.

Quarter-by-quarter ownership
Planning Center, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$37,641,266
+0.5%
1,623,168
+6.1%
9.78%
+2.8%
Q2 2023$37,440,765
+0.7%
1,529,443
+1.9%
9.51%
-6.9%
Q1 2023$37,178,631
+44.6%
1,500,954
+28.7%
10.22%
+30.6%
Q4 2022$25,709,0651,165,9447.82%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Adero Partners, LLC 5,620,708$137,594,93313.57%
Planning Center, Inc. 1,529,443$37,440,7659.51%
Aprio Wealth Management, LLC 1,227,107$30,039,5858.24%
Merriman Wealth Management, LLC 6,079,156$148,817,7487.33%
SATOVSKY ASSET MANAGEMENT LLC 845,863$20,706,7337.00%
Carlson Capital Management 4,416,362$108,112,5416.53%
Bridgewater Advisors Inc. 1,041,179$25,488,0505.11%
CPA Asset Management LLC 250,026$6,120,6374.40%
BetterWealth, LLC 426,791$10,447,8524.07%
Silicon Hills Wealth Management, LLC 270,002$6,609,6493.73%
View complete list of DIMENSIONAL ETF TRUST shareholders