Planning Center, Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Planning Center, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$41,008,433
-0.7%
1,596,280
+2.6%
10.66%
+1.6%
Q2 2023$41,278,724
+10.4%
1,555,340
+4.7%
10.49%
+2.1%
Q1 2023$37,388,399
+38.9%
1,485,435
+32.5%
10.27%
+25.5%
Q4 2022$26,910,6961,120,8128.19%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Adero Partners, LLC 6,589,260$169,278,09816.32%
Aprio Wealth Management, LLC 1,889,002$48,528,46313.33%
Safeguard Investment Advisory Group, LLC 1,056,979$27,153,78211.82%
FINANCIAL CONSULATE, INC 1,002,335$25,749,98111.37%
Planning Center, Inc. 1,596,280$41,008,43310.66%
Merriman Wealth Management, LLC 7,784,610$199,986,62910.34%
3D/L Capital Management, LLC 1,194,035$30,674,7789.97%
Verdad Advisers, LP 251,500$6,461,0359.88%
Leading Edge Financial Planning LLC 522,017$13,410,6308.59%
BetterWealth, LLC 780,090$20,040,5008.07%
View complete list of DIMENSIONAL ETF TRUST shareholders