Peninsula Wealth, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V666. A total of 160 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Peninsula Wealth, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q2 2024$3,061,568
+6.3%
103,888
+8.2%
0.57%
-0.3%
Q1 2024$2,879,665
+2.7%
96,021
-7.4%
0.57%
-0.7%
Q4 2023$2,803,652
+18.7%
103,647
+4.3%
0.58%
+4.5%
Q3 2023$2,361,98899,3680.55%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Tilson Financial Group, Inc. 444,082$12,83812.97%
MOSAIC FAMILY WEALTH PARTNERS, LLC 2,349,376$67,920,45810.92%
EnRich Financial Partners LLC 960,044$27,754,88310.18%
STAGE HARBOR FINANCIAL, LLC 354,448$10,247,0889.90%
ACORN CREEK CAPITAL LLC 541,838$15,664,5219.35%
WPWealth LLP 1,284,599$37,137,7528.97%
Team Hewins, LLC 729,839$21,099,6578.76%
GREAT OAK CAPITAL PARTNERS, LLC 780,824$22,721,9728.55%
Lakeshore Financial Planning, Inc. 591,839$17,110,0658.35%
DiNuzzo Private Wealth, Inc. 1,852,077$53,543,5557.23%
View complete list of DIMENSIONAL ETF TRUST shareholders