DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,859,000 | -2.3% | 970,667 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $22,363,000 | +0.8% | 959,347 | -0.3% | 0.01% | 0.0% |
| Q1 2023 | $22,189,000 | -9.3% | 962,253 | -15.0% | 0.01% | -14.3% |
| Q4 2022 | $24,465,000 | +63.8% | 1,132,626 | +43.2% | 0.01% | +40.0% |
| Q3 2022 | $14,938,000 | -1.6% | 790,782 | +11.7% | 0.01% | +25.0% |
| Q2 2022 | $15,183,000 | -7.0% | 708,159 | +8.2% | 0.00% | 0.0% |
| Q1 2022 | $16,334,000 | -4.9% | 654,660 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $17,173,000 | +2.9% | 657,703 | +2.0% | 0.00% | 0.0% |
| Q3 2021 | $16,681,000 | – | 644,536 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |