Corient Private Wealth LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 104 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$29,366,668
+2.2%
1,266,351
+7.9%
0.07%
+1.5%
Q2 2023$28,742,133
+13.4%
1,174,106
+12.0%
0.07%
-2.9%
Q1 2023$25,341,989
+23.4%
1,048,056
+12.5%
0.07%
-9.3%
Q4 2022$20,533,245931,2130.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Adero Partners, LLC 4,565,271$90,484,00011.43%
SATOVSKY ASSET MANAGEMENT LLC 514,065$9,813,0005.64%
Carlson Capital Management 2,352,721$44,866,0003.82%
BetterWealth, LLC 380,063$7,248,0003.73%
Aprio Wealth Management, LLC 340,904$6,501,0002.61%
Merriman Wealth Management, LLC 2,066,579$39,410,0002.58%
LIBERTY WEALTH MANAGEMENT LLC 450,468$8,585,0002.29%
Applied Capital LLC 81,580$1,556,0001.07%
3D/L Capital Management, LLC 150,431$2,869,0000.85%
PBMares Wealth Management LLC 82,010$1,564,0000.68%
View complete list of DIMENSIONAL ETF TRUST shareholders