True Wealth Design, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is DFAT and the CUSIP is 25434V609. A total of 491 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$4,160,706
-4.5%
91,064
-3.0%
1.39%
-12.6%
Q2 2023$4,355,380
+3.2%
93,886
-1.0%
1.59%
-10.0%
Q1 2023$4,221,404
-0.4%
94,863
-1.6%
1.77%
-9.7%
Q4 2022$4,237,96796,4271.96%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
JACKSON THORNTON ASSET MANAGEMENT, LLC 2,586,641$118,183,63224.48%
Index Fund Advisors, Inc. 7,952,829$363,364,77824.13%
BAYSHORE ASSET MANAGEMENT, LLC 897,570$41,009,96024.03%
KRAFT ASSET MANAGEMENT, LLC 544,776$24,890,82323.41%
Meritas Wealth Management, LLC 640,961$29,285,51322.44%
CAPITAL PERFORMANCE ADVISORS LLP 828,059$37,834,03819.26%
Abacus Wealth Partners, LLC 1,285,543$58,736,44018.19%
Lauterbach Financial Advisors, LLC 431,412$19,711,21415.48%
RESOURCE CONSULTING GROUP INC 1,584,845$72,411,57314.05%
DOPKINS WEALTH MANAGEMENT, LLC 378,920$17,312,84113.11%
View complete list of DIMENSIONAL ETF TRUST shareholders