Corient Private Wealth LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$529,196
-84.4%
11,410
-84.4%
0.00%
-87.5%
Q2 2023$3,383,889
+7.0%
73,007
+7.7%
0.01%0.0%
Q1 2023$3,162,759
+116.4%
67,783
+113.8%
0.01%
+60.0%
Q4 2022$1,461,33531,7060.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
TRIAD FINANCIAL ADVISORS, INC. 571,542$26,794,00014.84%
Tanager Wealth Management LLP 68,412$3,207,0002.64%
Great Point Wealth Advisors, LLC 122,851$5,759,0002.04%
Blossom Wealth Management 7,333$344,0001.74%
Annapolis Financial Services, LLC 82,162$3,852,0001.40%
Applied Capital LLC 42,490$1,992,0001.36%
Silicon Hills Wealth Management, LLC 39,436$1,849,0001.35%
SUTTON PLACE INVESTORS LLC 19,270$903,0001.31%
WOLFF WIESE MAGANA LLC 37,496$1,758,0001.28%
PHILLIPS FINANCIAL MANAGEMENT, LLC 244,222$11,449,0001.24%
View complete list of DIMENSIONAL ETF TRUST shareholders