ZRC WEALTH MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V682. A total of 87 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$14,989
+4.5%
448
+0.7%
0.01%0.0%
Q1 2024$14,339
+156.6%
445
+134.2%
0.01%
+133.3%
Q4 2023$5,5880.0%1900.0%0.00%
-40.0%
Q3 2023$5,5881900.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Quantum Financial Advisors, LLC 587,705$17,566,5025.53%
Five Oceans Advisors 279,349$8,349,7425.40%
Abacus Wealth Partners, LLC 281,872$8,416,7822.78%
Retirement Solution LLC 109,102$3,261,0691.15%
Brainard Capital Management LLC 43,267$1,293,2560.99%
Francis Financial, Inc. 42,052$1,256,9350.85%
AWM CAPITAL, LLC 77,499$2,316,4310.65%
RAM Investment Partners, LLC 31,188$932,2190.50%
Heritage Financial Services, LLC 69,683$2,082,8250.45%
Cordant, Inc. 17,045$509,4760.33%
View complete list of DIMENSIONAL ETF TRUST shareholders