PRIVATE TRUST CO NA - DIMENSIONAL ETF TRUST ownership

Back to all holdings Add to watchlist

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Links
Filings
Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$415,044
+6.3%
18,430
+10.0%
0.06%
+12.2%
Q2 2023$390,536
+78.7%
16,754
+76.7%
0.05%
+63.3%
Q1 2023$218,586
+106527.3%
9,4790.0%0.03%0.0%
Q4 2022$205
-99.9%
9,479
+6.1%
0.03%0.0%
Q2 2022$192,000–8,938–0.03%–
 Download
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Geometric Wealth Advisors 5,531,304$132,419,40741.21%
Core Wealth Management, Inc. 2,019,386$47,071,88223.90%
MONOGRAPH WEALTH ADVISORS, LLC 4,482,092$104,477,56622.42%
Trellis Wealth Advisors LLC 1,255,037$29,254,90319.45%
Leading Edge Financial Planning LLC 1,200,560$27,985,04818.31%
Creative Capital Management Investments LLC 1,012,981$23,612,58717.01%
Onyx Financial Advisors, LLC 834,774$19,458,59216.63%
ShankerValleau Wealth Advisors, Inc. 1,283,086$29,908,73516.44%
Planning Center, Inc. 2,693,131$62,776,88815.95%
Morton Capital Management LLC/CA 1,843,905$42,981,42014.68%
View complete list of DIMENSIONAL ETF TRUST shareholders