DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,799,463 | -18.0% | 79,905 | -15.2% | 0.00% | 0.0% |
| Q2 2023 | $2,195,522 | +66.8% | 94,188 | +65.0% | 0.00% | +100.0% |
| Q1 2023 | $1,316,057 | -3.4% | 57,071 | -9.6% | 0.00% | 0.0% |
| Q4 2022 | $1,362,895 | +29.3% | 63,097 | +13.1% | 0.00% | 0.0% |
| Q3 2022 | $1,054,000 | +30.9% | 55,774 | +48.6% | 0.00% | 0.0% |
| Q2 2022 | $805,000 | +85.1% | 37,531 | +115.2% | 0.00% | – |
| Q1 2022 | $435,000 | -1.8% | 17,442 | +2.7% | 0.00% | – |
| Q4 2021 | $443,000 | +0.7% | 16,984 | 0.0% | 0.00% | – |
| Q3 2021 | $440,000 | – | 16,984 | – | 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% |