SCHWARZ DYGOS WHEELER INVESTMENT 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
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$685,717
+17.7%
28,835
+17.0%
0.23%
+20.8%
Q2 2023$582,638
+61.6%
24,635
+62.6%
0.19%
+46.6%
Q1 2023$360,61915,1480.13%
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