Lutz Financial Services LLC - DIMENSIONAL ETF TRUST ownership

Back to all holdings Add to watchlist

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. 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 1.3%.

Links
Filings
Quarter-by-quarter ownership
Lutz Financial Services LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$7,714,682
+20.0%
330,393
+24.7%
0.84%
+21.4%
Q2 2023$6,431,526
+25.3%
264,999
+24.2%
0.69%
+18.1%
Q1 2023$5,134,702
+98.1%
213,368
+84.0%
0.59%
+84.3%
Q4 2022$2,591,617–115,956–0.32%–
 Download
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Arden Trust Co 1,309,273$33,425,7574.91%
Apella Capital, LLC 868,967$21,863,2141.22%
Versant Capital Management, Inc 43,357$1,106,9040.33%
Pure Financial Advisors, LLC 10,701$273,1960.01%
OPTIMUM INVESTMENT ADVISORS 417$10,6460.01%
View complete list of DIMENSIONAL ETF TRUST shareholders