DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 1 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,000 | – | 282 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAM GROUP, INC. | 196,695 | $4,828,862 | 4.73% |
| RS CRUM INC. | 339,215 | $8,327,728 | 3.20% |
| Forum Financial Management, LP | 4,491,343 | $110,262,471 | 3.19% |
| Creative Capital Management Investments LLC | 165,749 | $4,069,079 | 2.97% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 410,903 | $10,087,674 | 2.11% |
| Advisory Services & Investments, LLC | 73,049 | $1,793,353 | 1.63% |
| Waypoint Wealth Partners Inc. | 161,392 | $3,962,174 | 1.41% |
| WPWealth LLP | 102,608 | $2,519,035 | 1.16% |
| Vawter Financial, Ltd. | 39,239 | $963,317 | 0.98% |
| New Capital Management LP | 103,591 | $2,543,159 | 0.97% |