GEM Asset Management, LLC - DIMENSIONAL ETF TRUST ownership

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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%.

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Quarter-by-quarter ownership
GEM Asset Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$1,327,455
+8.7%
51,672
+12.3%
1.05%
+11.5%
Q2 2023$1,221,350
+11.3%
46,019
+5.4%
0.94%
+6.3%
Q1 2023$1,097,497
+12.9%
43,655
+7.8%
0.89%
+6.5%
Q4 2022$971,913–40,480–0.83%–
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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