Forum Financial Management, LP - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$354,229,683
+2.9%
15,170,436
+6.9%
7.83%
+1.6%
Q2 2023$344,263,748
+63.4%
14,184,744
+62.0%
7.71%
+26.7%
Q1 2023$210,661,094
+54.5%
8,753,837
+43.5%
6.09%
+35.6%
Q4 2022$136,320,706
+196.6%
6,099,360
+154.2%
4.49%
+102.7%
Q3 2022$45,966,000
+493.4%
2,399,053
+566.5%
2.22%
+468.2%
Q2 2022$7,746,000359,9540.39%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Arden Trust Co 1,309,273$33,425,7574.91%
Apella Capital, LLC 868,967$21,863,2141.22%
Versant Capital Management, Inc 43,357$1,106,9040.33%
Pure Financial Advisors, LLC 10,701$273,1960.01%
OPTIMUM INVESTMENT ADVISORS 417$10,6460.01%
View complete list of DIMENSIONAL ETF TRUST shareholders