Corient Private Wealth LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$43,695,884
+12.3%
1,724,383
+13.9%
0.10%
+11.1%
Q2 2023$38,896,444
+28.9%
1,513,480
+25.0%
0.09%
+11.1%
Q1 2023$30,182,289
+17.3%
1,210,681
+16.6%
0.08%
-12.9%
Q4 2022$25,730,2041,038,7650.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 647,459$16,406,61310.39%
Hassell Wealth Management, LLC 543,514$12,897,5209.38%
Arista Wealth Management, LLC 914,412$23,171,2059.07%
Seaside Wealth Management, Inc. 689,077$17,461,2278.87%
BetterWealth, LLC 592,585$15,016,1016.05%
Stordahl Capital Management, Inc. 762,095$19,311,4845.84%
Leading Edge Financial Planning LLC 348,735$8,836,9665.66%
JMG Financial Group, Ltd. 4,625,156$117,201,4555.65%
VANCE WEALTH, INC. 448,473$11,364,3065.32%
Safeguard Investment Advisory Group, LLC 471,472$11,947,1085.20%
View complete list of DIMENSIONAL ETF TRUST shareholders