Ballentine Capital Advisors, Inc - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Ballentine Capital Advisors, Inc ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$13,538,531
+9.3%
506,492
+4.6%
7.20%
+5.7%
Q1 2024$12,389,034
+9.6%
484,325
+3.6%
6.81%
+2.5%
Q4 2023$11,301,442467,3886.64%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q2 2024
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