Forum Financial Management, LP - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 83 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$3,621,415
+151.7%
126,138
+167.0%
0.08%
+150.0%
Q2 2023$1,438,729
+173.3%
47,249
+169.7%
0.03%
+113.3%
Q1 2023$526,476
+117.9%
17,520
+101.5%
0.02%
+87.5%
Q4 2022$241,6038,6950.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Quantum Financial Advisors, LLC 871,737$25,027,5697.36%
Francis Financial, Inc. 345,798$9,927,8545.18%
Retirement Solution Inc. 397,587$11,414,7203.77%
AWM CAPITAL, LLC 606,343$17,408,1173.54%
Abacus Wealth Partners, LLC 390,729$11,217,8433.47%
Greenspring Advisors, LLC 204,413$5,868,7091.85%
Trellis Wealth Advisors LLC 76,972$2,209,8701.39%
QUARRY HILL ADVISORS, LLC 39,982$1,147,8711.05%
Planning Center, Inc. 137,343$3,943,1181.02%
Adero Partners, LLC 366,050$10,509,3021.01%
View complete list of DIMENSIONAL ETF TRUST shareholders