Great Waters Wealth Management - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 203 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.

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Quarter-by-quarter ownership
Great Waters Wealth Management ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$45,745,333
+18.8%
1,142,206
+23.8%
9.08%
+18.6%
Q2 2023$38,514,961
+23.1%
922,956
+24.8%
7.66%
+15.8%
Q1 2023$31,299,279
+31.1%
739,761
+33.1%
6.61%
+28.7%
Q4 2022$23,870,140–555,636–5.14%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
WPWealth LLP 1,808,125$72,994,01927.92%
Core Wealth Management, Inc. 1,144,923$46,220,52623.90%
Rise Advisors, LLC 602,500$24,322,92619.28%
BCR Wealth Strategies, LLC 477,164$19,26315.35%
Creative Capital Management Investments LLC 534,689$21,585,39514.80%
RCS Financial Planning, LLC 473,111$19,099,47914.59%
Truepoint, Inc. 9,915,957$400,307,16412.87%
HBK Sorce Advisory LLC 6,420,017$259,176,10111.41%
Beaird Harris Wealth Management, LLC 2,290,899$92,483,61111.07%
Great Waters Wealth Management 1,142,206$45,745,3339.08%
View complete list of DIMENSIONAL ETF TRUST shareholders