RF&L WEALTH MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
RF&L WEALTH MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$472,052
+7.3%
17,660
+2.3%
0.36%
+5.9%
Q1 2024$439,957
+26.3%
17,260
+23.7%
0.34%
+16.9%
Q4 2023$348,317
+64.7%
13,955
+53.8%
0.29%
+48.0%
Q3 2023$211,538
+0.8%
9,075
+4.0%
0.20%
+2.1%
Q2 2023$209,8368,7250.19%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2023
NameSharesValueWeighting ↓
Miramar Fiduciary Corp 1,232,345$30,759,33124.14%
Your Advocates Ltd., LLP 1,131,542$28,243,28811.37%
CAPSTONE CAPITAL LLC 447,556$11,170,99810.99%
EnRich Financial Partners LLC 983,200$24,540,67810.24%
GREAT OAK CAPITAL PARTNERS, LLC 708,208$17,676,8679.44%
Kooman & Associates 795,742$19,861,7208.89%
Seaside Wealth Management, Inc. 729,896$18,218,2168.33%
Oakwell Private Wealth Management, LLC 947,514$23,649,9468.26%
Parcion Private Wealth LLC 3,354,316$83,723,7257.66%
Forum Financial Management, LP 15,560,532$388,390,8717.32%
View complete list of DIMENSIONAL ETF TRUST shareholders