Breakwater Capital Group - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 100 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Breakwater Capital Group ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$3,313,332
+10.7%
144,687
+17.8%
1.14%
+4.4%
Q2 2023$2,992,782
+42.3%
122,806
+36.5%
1.09%
+23.9%
Q1 2023$2,102,804
+531.7%
89,953
+511.0%
0.88%
+406.9%
Q4 2022$332,86414,7220.17%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Financial Services, LLC 1,279,551$28,930,6487.32%
Asset Dedication, LLC 1,575,204$35,6363.62%
3D/L Capital Management, LLC 507,844$11,482,3613.09%
Verum Partners LLC 90,042$2,035,8602.50%
True Wealth Design, LLC 236,061$5,337,3342.47%
Opes Wealth Management LLC 274,096$6,197,3112.25%
LAM GROUP, INC. 73,855$1,669,8621.72%
MARYLAND CAPITAL ADVISORS INC. 65,871$1,489,3461.39%
SENTINEL TRUST CO LBA 286,000$6,4661.01%
RITHOLTZ WEALTH MANAGEMENT 750,954$16,979,0680.95%
View complete list of DIMENSIONAL ETF TRUST shareholders