DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,059,604 | -9.3% | 54,283 | 0.0% | 0.25% | -9.1% |
| Q2 2023 | $1,168,170 | +48.9% | 54,283 | +48.7% | 0.27% | +35.0% |
| Q1 2023 | $784,299 | +6.7% | 36,496 | +5.0% | 0.20% | +6.8% |
| Q4 2022 | $734,941 | -33.2% | 34,749 | -35.1% | 0.19% | -36.5% |
| Q3 2022 | $1,101,000 | +60.0% | 53,554 | +79.9% | 0.30% | +68.0% |
| Q2 2022 | $688,000 | – | 29,768 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 619,879 | $13,339,797 | 10.89% |
| RAM Investment Partners, LLC | 1,140,023 | $24,533,292 | 10.26% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,530,157 | $32,928,971 | 7.50% |
| Rather & Kittrell, Inc. | 692,039 | $14,892,672 | 6.22% |
| Arista Wealth Management, LLC | 635,178 | $13,669,040 | 5.68% |
| ASSET PLANNING CORPORATION | 286,635 | $6,168,375 | 4.69% |
| Beaird Harris Wealth Management, LLC | 1,675,198 | $36,050,251 | 4.32% |
| Core Wealth Management, Inc. | 332,829 | $7,162,484 | 3.64% |
| Advisory Services & Investments, LLC | 193,924 | $4,173,245 | 3.45% |
| Relaxing Retirement Coach | 469,441 | $10,102,391 | 3.04% |