DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $12,593 | +1.7% | 271,524 | +1.7% | 0.20% | -0.5% |
Q2 2023 | $12,380 | -25.9% | 267,109 | -25.4% | 0.20% | -31.7% |
Q1 2023 | $16,707 | -99.9% | 358,056 | -1.0% | 0.29% | -3.0% |
Q4 2022 | $16,670,000 | -99.9% | 361,681 | +1.9% | 0.30% | -9.2% |
Q3 2022 | $16,333,000,000 | +97784.5% | 355,067 | -0.2% | 0.33% | +0.9% |
Q2 2022 | $16,686,000 | – | 355,928 | – | 0.32% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Valued Wealth Advisors LLC | 322,944 | $14,978,114 | 13.83% |
RAM Investment Partners, LLC | 485,836 | $22,839,170 | 7.96% |
Apella Capital, LLC | 742,797 | $34,837,173 | 1.94% |
Pure Financial Advisors, LLC | 103,950 | $4,886,692 | 0.17% |
Selective Wealth Management, Inc. | 5,435 | $254,902 | 0.13% |