True Wealth Design, LLC - 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
True Wealth Design, LLC ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$247,604
-29.7%
10,995
-27.2%
0.08%
-35.7%
Q2 2023$352,125
+13.0%
15,106
+11.8%
0.13%
-1.5%
Q1 2023$311,65613,5150.13%
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