Fortis Advisors, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 4 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$16,454
+1.2%
692
+0.7%
0.01%
+9.1%
Q2 2023$16,255
+0.7%
687
+1.3%
0.01%0.0%
Q1 2023$16,142
+7.4%
678
+0.1%
0.01%0.0%
Q4 2022$15,028
+25.2%
677
+0.6%
0.01%
+22.2%
Q3 2022$12,0006730.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Merriman Wealth Management, LLC 7,451,794$177,389,9749.14%
Del-Sette Capital Management, LLC 254,416$6,056,3735.96%
Planning Center, Inc. 686,763$16,860,0324.63%
LAM GROUP, INC. 163,390$3,889,4993.81%
Hassell Wealth Management, LLC 199,934$4,812,4183.53%
Delap Wealth Advisory, LLC 124,750$2,969,6743.04%
KEB ASSET MANAGEMENT, LLC 279,007$6,641,7622.90%
MONOGRAPH WEALTH ADVISORS, LLC 519,149$12,358,3342.90%
Steward Financial Group LLC 267,816$6,3762.12%
Forum Financial Management, LP 3,006,092$71,560,0162.07%
View complete list of DIMENSIONAL ETF TRUST shareholders