DIMENSIONAL ETFTRUST - 20519U100
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McMill Wealth Management | History | New | 355,242 | 14,986 | 4.96% | — | 1 | +355,242 | New | Q2 2025 | Aug 04, 2025 |