DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 75 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,692 | +28.3% | 12,458 | +30.1% | 0.24% | +33.3% |
| Q2 2023 | $246,062 | +251.9% | 9,574 | +241.3% | 0.18% | +239.6% |
| Q1 2023 | $69,929 | +75.1% | 2,805 | +74.0% | 0.05% | +65.6% |
| Q4 2022 | $39,929 | +59.7% | 1,612 | +39.8% | 0.03% | +52.4% |
| Q3 2022 | $25,000 | +19.0% | 1,153 | +24.8% | 0.02% | +23.5% |
| Q2 2022 | $21,000 | -12.5% | 924 | 0.0% | 0.02% | +6.2% |
| Q1 2022 | $24,000 | – | 924 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
| Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
| Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
| Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
| BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
| Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
| Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
| JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
| VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
| Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |