True Wealth Design, LLC - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

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Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$22,043,256
+19.6%
944,037
+24.3%
7.38%
+9.5%
Q2 2023$18,426,327
+18.7%
759,222
+17.7%
6.74%
+3.5%
Q1 2023$15,526,215
+13.9%
645,178
+5.7%
6.51%
+3.2%
Q4 2022$13,636,710–610,144–6.31%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Syverson Strege & Co 1,893,771$44,219,56119.78%
Your Advocates Ltd., LLP 1,078,960$25,193,71615.03%
Summit Financial Strategies, Inc. 3,364,824$78,568,63614.97%
Advisory Services & Investments, LLC 727,529$16,987,79614.94%
WPWealth LLP 1,619,825$37,822,92314.47%
Kooman & Associates 1,186,644$27,708,13714.02%
Alpha Financial Advisors, LLC 855,050$19,965,40912.65%
Evensky & Katz LLC 5,386,691$125,77910.75%
Wealthstream Advisors, Inc. 831,919$19,425,30210.03%
AWM CAPITAL, LLC 1,978,696$46,202,5409.40%
View complete list of DIMENSIONAL ETF TRUST shareholders