Wescott Financial Advisory Group, LLC - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

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Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$349,405
-2.7%
15,515
+0.7%
0.06%
+1.6%
Q2 2023$359,028
+2.1%
15,402
+1.0%
0.06%
-17.1%
Q1 2023$351,579
-3.9%
15,246
-10.0%
0.08%
-3.8%
Q4 2022$365,951–16,942–0.08%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 5,531,304$132,419,40741.21%
Core Wealth Management, Inc. 2,019,386$47,071,88223.90%
MONOGRAPH WEALTH ADVISORS, LLC 4,482,092$104,477,56622.42%
Trellis Wealth Advisors LLC 1,255,037$29,254,90319.45%
Leading Edge Financial Planning LLC 1,200,560$27,985,04818.31%
Creative Capital Management Investments LLC 1,012,981$23,612,58717.01%
Onyx Financial Advisors, LLC 834,774$19,458,59216.63%
ShankerValleau Wealth Advisors, Inc. 1,283,086$29,908,73516.44%
Planning Center, Inc. 2,693,131$62,776,88815.95%
Morton Capital Management LLC/CA 1,843,905$42,981,42014.68%
View complete list of DIMENSIONAL ETF TRUST shareholders