DIMENSIONAL ETFTRUST - 23320G505
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 | Added to | 276,302 | 19,249 | 5.41% | 5.24% | 1 | +7,817 | 2.91% | Q4 2025 | Feb 23, 2026 |