LEGACY FINANCIAL GROUP, INC. - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
LEGACY FINANCIAL GROUP, INC. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$8,327,704
+7.0%
369,791
+10.7%
4.11%
+5.7%
Q2 2023$7,783,973
+13.3%
333,933
+12.1%
3.89%
+2.4%
Q1 2023$6,867,419
+27.3%
297,807
+19.3%
3.80%
+14.3%
Q4 2022$5,392,646249,6603.32%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Geometric Wealth Advisors 3,529,524$75,673,00037.76%
MONOGRAPH WEALTH ADVISORS, LLC 4,495,524$96,384,00027.97%
Planning Center, Inc. 1,367,635$28,570,00022.51%
BAKER BOYER NATIONAL BANK 1,727,919$37,029,00018.78%
ShankerValleau Wealth Advisors, Inc. 1,299,491$27,861,00018.13%
Morton Capital Management LLC/CA 1,813,824$38,888,38516.94%
VANCE WEALTH, INC. 933,746$20,020,00015.48%
Greenspring Advisors, LLC 2,145,127$45,991,00013.52%
Shearwater Capital LLC 557,434$12,057,00012.99%
New Capital Management LP 978,426$20,801,00011.46%
View complete list of DIMENSIONAL ETF TRUST shareholders