Lee Financial Co - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$35,768
-3.3%
8860.0%0.01%
+16.7%
Q2 2023$36,973
-1.8%
8860.0%0.01%0.0%
Q1 2023$37,655
+50.4%
886
+46.9%
0.01%
+50.0%
Q4 2022$25,0376030.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
WPWealth LLP 1,626,896$67,890,37129.13%
Core Wealth Management, Inc. 1,104,125$46,075,13723.39%
Rise Advisors, LLC 535,519$22,347,20017.28%
BCR Wealth Strategies, LLC 464,528$19,38414.99%
Truepoint, Inc. 9,807,900$409,283,68513.56%
RCS Financial Planning, LLC 380,664$15,885,10113.11%
Creative Capital Management Investments LLC 417,342$17,415,68212.55%
HBK Sorce Advisory LLC 6,318,434$263,668,23211.15%
Beaird Harris Wealth Management, LLC 2,160,826$90,171,25810.79%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 931,159$38,857,2639.86%
View complete list of DIMENSIONAL ETF TRUST shareholders