JACKSON THORNTON ASSET MANAGEMENT, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.

Quarter-by-quarter ownership
JACKSON THORNTON ASSET MANAGEMENT, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$42,515,881
-3.4%
1,887,916
+0.0%
8.81%
-0.5%
Q2 2023$43,998,080
+7.5%
1,887,520
+6.4%
8.85%
-4.3%
Q1 2023$40,924,964
+7.3%
1,774,717
+0.5%
9.25%
+1.5%
Q4 2022$38,132,902
+18.1%
1,765,411
+3.3%
9.11%
+3.7%
Q3 2022$32,287,000
+7.9%
1,709,203
+22.5%
8.79%
+3.6%
Q2 2022$29,918,000
-28.0%
1,395,429
-16.2%
8.48%
-20.5%
Q1 2022$41,528,000
+18.9%
1,664,456
+24.4%
10.67%
+6.6%
Q4 2021$34,931,0001,337,84010.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Geometric Wealth Advisors 5,763,629$129,796,93040.46%
Core Wealth Management, Inc. 2,067,118$46,551,50524.07%
MONOGRAPH WEALTH ADVISORS, LLC 4,720,198$106,298,85921.02%
Trellis Wealth Advisors LLC 1,363,668$30,709,80719.32%
Creative Capital Management Investments LLC 1,148,834$25,871,74217.73%
ShankerValleau Wealth Advisors, Inc. 1,333,585$30,032,33416.88%
Onyx Financial Advisors, LLC 859,365$19,352,90916.63%
Planning Center, Inc. 2,740,926$61,725,64416.04%
New Capital Management LP 2,015,355$45,385,78415.74%
Morton Capital Management LLC/CA 1,907,140$42,948,78415.21%
View complete list of DIMENSIONAL ETF TRUST shareholders