True Wealth Design, LLC - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 86 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$10,636,039
+36.7%
449,347
+40.8%
3.56%
+25.2%
Q2 2023$7,777,761
+20.4%
319,153
+15.4%
2.84%
+4.9%
Q1 2023$6,462,519
+21.1%
276,451
+17.1%
2.71%
+9.8%
Q4 2022$5,337,334236,0612.47%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Heritage Financial Services, LLC 1,279,551$28,930,6487.32%
Asset Dedication, LLC 1,575,204$35,6363.62%
3D/L Capital Management, LLC 507,844$11,482,3613.09%
Verum Partners LLC 90,042$2,035,8602.50%
True Wealth Design, LLC 236,061$5,337,3342.47%
Opes Wealth Management LLC 274,096$6,197,3112.25%
LAM GROUP, INC. 73,855$1,669,8621.72%
MARYLAND CAPITAL ADVISORS INC. 65,871$1,489,3461.39%
SENTINEL TRUST CO LBA 286,000$6,4661.01%
RITHOLTZ WEALTH MANAGEMENT 750,954$16,979,0680.95%
View complete list of DIMENSIONAL ETF TRUST shareholders