Essential Planning, LLC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$209,892
-23.9%
7,426
-37.3%
0.12%
-26.1%
Q2 2023$275,907
+1.6%
11,836
-25.8%
0.16%
-4.8%
Q1 2023$271,480
+5.7%
15,961
+7.4%
0.16%
-16.2%
Q4 2022$256,923
-8.6%
14,8670.0%0.20%
-87.9%
Q3 2022$281,00014,8671.62%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
AWM CAPITAL, LLC 620,497$16,443,00012.31%
New Capital Management LP 770,457$19,731,00010.86%
JFS WEALTH ADVISORS, LLC 3,475,724$89,952,0009.23%
Prosperity Planning, Inc. 595,758$15,418,0008.41%
Plancorp, LLC 4,322,043$111,854,0007.73%
ALERUS FINANCIAL NA 3,220,193$83,338,0007.59%
SOUNDMARK WEALTH MANAGEMENT, LLC 698,859$18,086,0006.52%
Meridian Wealth Partners, LLC 1,158,977$29,994,0006.49%
Applied Capital LLC 252,950$6,546,0005.73%
BUCKINGHAM STRATEGIC WEALTH, LLC 10,752,987$278,287,0005.70%
View complete list of DIMENSIONAL ETF TRUST shareholders