MOGY JOEL R INVESTMENT COUNSEL INC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
MOGY JOEL R INVESTMENT COUNSEL INC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$122,734
-23.1%
5,450
-20.4%
0.01%
-23.1%
Q2 2023$159,674
+1.1%
6,8500.0%0.01%
-7.1%
Q1 2023$157,961
-27.9%
6,850
-19.1%
0.01%
-22.2%
Q3 2021$219,0008,4680.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 3,619,808$94,513,00045.04%
MONOGRAPH WEALTH ADVISORS, LLC 4,132,499$107,900,00027.16%
Planning Center, Inc. 1,216,073$31,557,00025.17%
BAKER BOYER NATIONAL BANK 1,716,347$44,814,00020.60%
ShankerValleau Wealth Advisors, Inc. 1,313,849$34,305,00019.71%
Morton Capital Management LLC/CA 1,664,211$43,452,54917.58%
BetterWealth, LLC 775,203$20,241,00014.19%
Greenspring Advisors, LLC 2,053,758$53,623,00013.81%
VANCE WEALTH, INC. 506,169$13,216,00012.97%
AWM CAPITAL, LLC 614,301$16,039,00012.19%
View complete list of DIMENSIONAL ETF TRUST shareholders