PHILLIPS FINANCIAL MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$793,647
-1.0%
23,329
+0.4%
0.08%
+1.4%
Q2 2023$801,946
+3.4%
23,245
+0.4%
0.07%
-1.3%
Q1 2023$775,455
+0.3%
23,162
+0.3%
0.08%
-5.1%
Q4 2022$772,967
-5.6%
23,087
-16.5%
0.08%
-12.2%
Q3 2022$819,00027,6530.09%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
RESOURCE CONSULTING GROUP INC 4,416,453$130,771,00037.27%
Equius Partners, Inc. 3,028,591$89,677,00032.22%
M Financial Asset Management, Inc. 183,741$5,441,00023.30%
Heritage Investment Group, Inc. 1,115,401$33,027,00020.34%
ML & R WEALTH MANAGEMENT LLC 1,961,714$58,086,00019.64%
DIXON FNANCIAL SERVICES, INC. 837,643$24,803,00019.50%
Radnor Financial Advisors, LLC 1,790,104$53,005,00018.64%
Disciplined Equity Management, Inc. 588,723$17,432,00017.20%
Index Fund Advisors, Inc. 7,229,233$214,058,00016.58%
KEB ASSET MANAGEMENT, LLC 769,847$22,795,00014.53%
View complete list of DIMENSIONAL ETF TRUST shareholders