PHILLIPS FINANCIAL MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

Back to all holdings Add to watchlist

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 1 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Links
Filings
Quarter-by-quarter ownership
PHILLIPS FINANCIAL MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$309,649
+68.1%
7,786
+74.6%
0.03%
+70.6%
Q2 2023$184,243
-3.5%
4,4600.0%0.02%
-5.6%
Q1 2023$191,013
+4.1%
4,4600.0%0.02%
-5.3%
Q4 2022$183,574
+1.4%
4,4600.0%0.02%
-5.0%
Q3 2022$181,000–4,460–0.02%–
 Download
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
CPA Asset Management LLC 409,061$16,268,35611.41%
Rather & Kittrell, Inc. 467,563$18,594,9817.50%
Leading Edge Financial Planning LLC 247,602$9,847,1476.31%
Five Oceans Advisors 211,107$8,395,7255.38%
Hill Investment Group Partners, LLC 712,366$28,330,7964.71%
Plan Group Financial, LLC 147,550$5,868,0504.23%
Core Wealth Management, Inc. 162,425$6,459,6293.34%
Root Financial Partners, LLC 101,540$4,038,2572.14%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 200,341$7,967,5652.04%
BetterWealth, LLC 124,238$4,940,9261.99%
View complete list of DIMENSIONAL ETF TRUST shareholders