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

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. 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 1.0%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$306,812
-3.3%
7,6000.0%0.17%
-14.9%
Q2 2023$317,1487,6000.20%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
WPWealth LLP 1,626,896$67,890,37129.13%
Core Wealth Management, Inc. 1,104,125$46,075,13723.39%
Rise Advisors, LLC 535,519$22,347,20017.28%
BCR Wealth Strategies, LLC 464,528$19,38414.99%
Truepoint, Inc. 9,807,900$409,283,68513.56%
RCS Financial Planning, LLC 380,664$15,885,10113.11%
Creative Capital Management Investments LLC 417,342$17,415,68212.55%
HBK Sorce Advisory LLC 6,318,434$263,668,23211.15%
Beaird Harris Wealth Management, LLC 2,160,826$90,171,25810.79%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 931,159$38,857,2639.86%
View complete list of DIMENSIONAL ETF TRUST shareholders