IHT Wealth Management, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 421 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$207,409
-13.5%
9,210
-10.5%
0.01%
-8.3%
Q2 2023$239,813
+1.1%
10,2880.0%0.01%
-14.3%
Q1 2023$237,241
-0.5%
10,288
-6.8%
0.01%
-6.7%
Q4 2022$238,42111,0380.02%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 7,310,936$185,843,99338.17%
Financial Symmetry Inc 1,333,531$33,898,34626.36%
Core Wealth Management, Inc. 2,262,878$57,522,35523.34%
Trellis Wealth Advisors LLC 1,467,569$37,305,60520.48%
MONOGRAPH WEALTH ADVISORS, LLC 5,510,306$140,071,96920.47%
Creative Capital Management Investments LLC 1,527,952$38,840,54018.87%
New Capital Management LP 2,138,175$54,352,39616.68%
Onyx Financial Advisors, LLC 1,007,514$25,611,01415.34%
ShankerValleau Wealth Advisors, Inc. 1,372,916$34,899,52414.94%
BAKER BOYER NATIONAL BANK 1,666,866$42,371,73314.80%
View complete list of DIMENSIONAL ETF TRUST shareholders