PHILLIPS FINANCIAL MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$15,664
-3.8%
6940.0%0.00%
-50.0%
Q2 2023$16,281
-72.5%
694
-73.0%
0.00%
-66.7%
Q1 2023$59,198
+5.0%
2,572
+0.1%
0.01%0.0%
Q4 2022$56,391
+10.6%
2,569
+0.5%
0.01%0.0%
Q3 2022$51,0002,5550.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 279,247$6,467,0006.04%
Midwest Heritage Bank, FSB 242,486$5,616,0005.08%
Parcion Private Wealth LLC 2,258,439$51,379,0005.07%
AWM CAPITAL, LLC 433,228$10,034,0004.92%
3D/L Capital Management, LLC 746,686$17,293,0004.83%
Relaxing Retirement Coach 400,672$9,280,0004.68%
Chico Wealth RIA 241,309$5,589,0004.54%
West Financial Advisors, LLC 598,543$13,862,0004.03%
Aquire Wealth Advisors, LLC 292,150$6,766,0003.95%
PERRITT CAPITAL MANAGEMENT INC 254,452$5,893,0003.58%
View complete list of DIMENSIONAL ETF TRUST shareholders