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

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Kathleen S. Wright Associates Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$116,756
+35714.7%
5,314
+37857.1%
0.06%
Q2 2023$326140.00%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
AWM CAPITAL, LLC 620,497$16,443,00012.31%
New Capital Management LP 770,457$19,731,00010.86%
JFS WEALTH ADVISORS, LLC 3,475,724$89,952,0009.23%
Prosperity Planning, Inc. 595,758$15,418,0008.41%
Plancorp, LLC 4,322,043$111,854,0007.73%
ALERUS FINANCIAL NA 3,220,193$83,338,0007.59%
SOUNDMARK WEALTH MANAGEMENT, LLC 698,859$18,086,0006.52%
Meridian Wealth Partners, LLC 1,158,977$29,994,0006.49%
Applied Capital LLC 252,950$6,546,0005.73%
BUCKINGHAM STRATEGIC WEALTH, LLC 10,752,987$278,287,0005.70%
View complete list of DIMENSIONAL ETF TRUST shareholders