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

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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Quarter-by-quarter ownership
RF&L WEALTH MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$316,869
+2.7%
13,325
+2.1%
0.29%
+4.3%
Q2 2023$308,514
+1.6%
13,045
+2.3%
0.28%
-4.1%
Q1 2023$303,633
+7.2%
12,7550.0%0.29%
+0.7%
Q4 2022$283,289–12,755–0.29%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 7,451,794$177,389,9749.14%
Del-Sette Capital Management, LLC 254,416$6,056,3735.96%
Planning Center, Inc. 686,763$16,860,0324.63%
LAM GROUP, INC. 163,390$3,889,4993.81%
Hassell Wealth Management, LLC 199,934$4,812,4183.53%
Delap Wealth Advisory, LLC 124,750$2,969,6743.04%
KEB ASSET MANAGEMENT, LLC 279,007$6,641,7622.90%
MONOGRAPH WEALTH ADVISORS, LLC 519,149$12,358,3342.90%
Steward Financial Group LLC 267,816$6,3762.12%
Forum Financial Management, LP 3,006,092$71,560,0162.07%
View complete list of DIMENSIONAL ETF TRUST shareholders