Delap Wealth Advisory, LLC - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

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Quarter-by-quarter ownership
Delap Wealth Advisory, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$5,463,263
-4.6%
242,596
-1.2%
5.28%
-5.9%
Q2 2023$5,725,352
+1.1%
245,618
+0.1%
5.61%
-3.3%
Q1 2023$5,660,646
+6.4%
245,475
-0.4%
5.80%
+4.3%
Q4 2022$5,321,495–246,365–5.56%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
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