WorthPointe, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 39 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
WorthPointe, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$255,250
-8.1%
11,3900.0%0.15%
-10.7%
Q2 2023$277,802
-0.7%
11,3900.0%0.17%
-7.7%
Q1 2023$279,625
+0.6%
11,3900.0%0.18%
-3.2%
Q4 2022$277,86211,3900.19%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2022
NameSharesValueWeighting ↓
Forum Financial Management, LP 12,399,429$277,871,2156.14%
Wescott Financial Advisory Group, LLC 1,122,224$25,149,0294.60%
Advisory Services & Investments, LLC 214,724$4,811,9704.23%
Creative Capital Management Investments LLC 259,208$5,808,8513.98%
RS CRUM INC. 450,363$10,092,6433.63%
Private Ocean, LLC 1,243,882$27,875,4043.54%
Integris Wealth Management, LLC 453,933$10,172,6403.34%
WPWealth LLP 303,799$6,808,1402.60%
Planning Center, Inc. 443,487$9,938,5442.58%
MOSAIC FAMILY WEALTH PARTNERS, LLC 486,349$10,899,0762.18%
View complete list of DIMENSIONAL ETF TRUST shareholders