DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,019,782 | -2.4% | 2,398,747 | +1.0% | 0.59% | +0.2% |
| Q2 2023 | $55,361,343 | +4.0% | 2,375,004 | +2.9% | 0.58% | -2.3% |
| Q1 2023 | $53,244,571 | +7.7% | 2,308,958 | +0.9% | 0.60% | +2.7% |
| Q4 2022 | $49,448,664 | +16.0% | 2,289,290 | +1.5% | 0.58% | +4.5% |
| Q3 2022 | $42,624,000 | +10556.0% | 2,256,420 | +11994.2% | 0.56% | +11060.0% |
| Q2 2022 | $400,000 | -23.8% | 18,657 | -11.3% | 0.01% | -16.7% |
| Q1 2022 | $525,000 | -7.1% | 21,037 | -2.7% | 0.01% | 0.0% |
| Q4 2021 | $565,000 | +4.2% | 21,627 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $542,000 | – | 20,926 | – | 0.01% | – |
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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% |