Root Financial Partners, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 406 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Root Financial Partners, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$4,979,185
+37.3%
152,642
+38.3%
2.64%
+22.2%
Q2 2023$3,626,055
+34.0%
110,382
+31.4%
2.16%
+11.8%
Q1 2023$2,706,92183,9881.93%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
DIXON FNANCIAL SERVICES, INC. 1,475,550$38,010,00029.88%
Equius Partners, Inc. 2,086,278$53,743,00019.31%
RESOURCE CONSULTING GROUP INC 2,225,171$57,320,00016.34%
M Financial Asset Management, Inc. 134,159$3,456,00014.80%
Rather & Kittrell, Inc. 461,694$11,893,00012.50%
Planning Center, Inc. 586,360$15,216,00012.06%
Shearwater Capital LLC 386,777$9,963,00011.25%
KEB ASSET MANAGEMENT, LLC 675,123$17,391,00011.08%
KRAFT ASSET MANAGEMENT, LLC 408,849$10,532,00010.68%
JACKSON THORNTON ASSET MANAGEMENT, LLC 1,483,793$38,222,00010.40%
View complete list of DIMENSIONAL ETF TRUST shareholders