Creative Capital Management Investments LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAU and the CUSIP is 25434V104. A total of 10 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 3.0%.

Quarter-by-quarter ownership
Creative Capital Management Investments LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$39,324
-3.4%
1,3130.0%0.03%
-6.9%
Q2 2023$40,690
+7.7%
1,3130.0%0.03%
+3.6%
Q1 2023$37,775
+39663.2%
1,313
-62.5%
0.03%
-66.3%
Q4 2022$953,4990.08%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Retirement Solution Inc. 3,423,918$90,494,00049.10%
Aquire Wealth Advisors, LLC 1,423,581$37,625,00021.96%
Meridian Wealth Partners, LLC 2,556,761$67,575,00016.04%
Ullmann Wealth Partners Group, LLC 2,086,827$55,155,00014.94%
Spinnaker Investment Group, LLC 850,480$22,478,0009.16%
FirstPurpose Wealth LLC 501,392$13,252,0008.91%
Northland Capital Management LLC 321,540$8,498,0007.81%
AWM CAPITAL, LLC 580,671$15,347,0007.52%
Highland Financial Advisors, LLC 364,799$9,642,0006.61%
Morling Financial Advisors, LLC 174,561$4,614,0006.02%
View complete list of DIMENSIONAL ETF TRUST shareholders