SageView Advisory Group, LLC - DIMENSIONAL ETF TRUST ownership

Back to all holdings Add to watchlist

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 203 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

Links
Filings
Quarter-by-quarter ownership
SageView Advisory Group, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$6,515,443
-1.4%
161,393
+2.0%
0.37%
+1.4%
Q2 2023$6,605,403
+0.5%
158,289
+2.4%
0.37%
-12.2%
Q1 2023$6,570,696
+4.5%
154,605
+2.1%
0.42%
-18.0%
Q4 2022$6,288,806–151,465–0.51%–
 Download
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
WPWealth LLP 1,808,125$72,994,01927.92%
Core Wealth Management, Inc. 1,144,923$46,220,52623.90%
Rise Advisors, LLC 602,500$24,322,92619.28%
BCR Wealth Strategies, LLC 477,164$19,26315.35%
Creative Capital Management Investments LLC 534,689$21,585,39514.80%
RCS Financial Planning, LLC 473,111$19,099,47914.59%
Truepoint, Inc. 9,915,957$400,307,16412.87%
HBK Sorce Advisory LLC 6,420,017$259,176,10111.41%
Beaird Harris Wealth Management, LLC 2,290,899$92,483,61111.07%
Great Waters Wealth Management 1,142,206$45,745,3339.08%
View complete list of DIMENSIONAL ETF TRUST shareholders