Creative Capital Management Investments LLC - DIMENSIONAL ETF TRUST ownership

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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%.

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Quarter-by-quarter ownership
Creative Capital Management Investments LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$25,871,742
+9.6%
1,148,834
+13.4%
17.73%
+4.2%
Q2 2023$23,612,587
+11.1%
1,012,981
+9.9%
17.01%
+9.6%
Q1 2023$21,245,405
+129098.5%
921,322
+21.0%
15.53%
+8.2%
Q4 2022$16,444–761,248–14.35%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 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