Kathleen S. Wright Associates Inc. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$316,219
+42.2%
6,818
+42.1%
0.18%
+24.6%
Q2 2023$222,3874,7980.14%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
TRIAD FINANCIAL ADVISORS, INC. 571,542$26,794,00014.84%
Tanager Wealth Management LLP 68,412$3,207,0002.64%
Great Point Wealth Advisors, LLC 122,851$5,759,0002.04%
Blossom Wealth Management 7,333$344,0001.74%
Annapolis Financial Services, LLC 82,162$3,852,0001.40%
Applied Capital LLC 42,490$1,992,0001.36%
Silicon Hills Wealth Management, LLC 39,436$1,849,0001.35%
SUTTON PLACE INVESTORS LLC 19,270$903,0001.31%
WOLFF WIESE MAGANA LLC 37,496$1,758,0001.28%
PHILLIPS FINANCIAL MANAGEMENT, LLC 244,222$11,449,0001.24%
View complete list of DIMENSIONAL ETF TRUST shareholders