Pathstone Holdings, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 308 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 1.00 and the average weighting 2.3%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$94,471,599
-2.1%
3,593,442
-0.4%
0.43%
-5.3%
Q1 2024$96,479,030
+1.7%
3,606,951
-2.9%
0.45%
-11.6%
Q4 2023$94,849,9903,715,0950.51%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2024
NameSharesValueWeighting ↓
Miramar Fiduciary Corp 2,375,666$62,456,25957.87%
CAPSTONE CAPITAL LLC 937,417$24,644,69322.03%
Syverson Strege & Co 1,936,816$50,918,88217.35%
RW Investment Management LLC 4,712,200$123,883,73416.75%
Advisory Services & Investments, LLC 784,755$20,631,20714.34%
Kooman & Associates 1,336,716$35,142,26414.13%
WPWealth LLP 2,133,182$56,081,34213.54%
Leading Edge Financial Planning LLC 1,227,765$32,277,94712.95%
Your Advocates Ltd., LLP 1,157,365$30,427,13712.78%
Vannoy Advisory Group, Inc. 621,732$16,345,34212.66%
View complete list of DIMENSIONAL ETF TRUST shareholders