Meredith Wealth Planning - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Meredith Wealth Planning ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$5,765,261
+35.7%
224,417
+40.2%
4.29%
+24.0%
Q2 2023$4,248,426
+19.9%
160,076
+13.6%
3.46%
+21.2%
Q1 2023$3,542,686
+19.2%
140,918
+13.9%
2.85%
+11.4%
Q4 2022$2,971,177123,7472.56%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Adero Partners, LLC 6,589,260$169,278,09816.32%
Aprio Wealth Management, LLC 1,889,002$48,528,46313.33%
Safeguard Investment Advisory Group, LLC 1,056,979$27,153,78211.82%
FINANCIAL CONSULATE, INC 1,002,335$25,749,98111.37%
Planning Center, Inc. 1,596,280$41,008,43310.66%
Merriman Wealth Management, LLC 7,784,610$199,986,62910.34%
3D/L Capital Management, LLC 1,194,035$30,674,7789.97%
Verdad Advisers, LP 251,500$6,461,0359.88%
Leading Edge Financial Planning LLC 522,017$13,410,6308.59%
BetterWealth, LLC 780,090$20,040,5008.07%
View complete list of DIMENSIONAL ETF TRUST shareholders