EXENCIAL WEALTH ADVISORS, LLC - DIMENSIONAL ETF TRUST ownership

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%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$485,783
+97.2%
12,215
+104.9%
0.02%
+118.2%
Q2 2023$246,290
-3.1%
5,962
+0.4%
0.01%
-15.4%
Q1 2023$254,277
+4.1%
5,9370.0%0.01%0.0%
Q4 2022$244,3735,9370.01%
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