DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 163 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,241 | -9.5% | 113 | -9.6% | 0.00% | 0.0% |
| Q2 2023 | $5,794 | -0.7% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,832 | +1.2% | 125 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $5,761 | -4.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $6,000 | +100.0% | 125 | +89.4% | 0.01% | +150.0% |
| Q1 2022 | $3,000 | 0.0% | 66 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | – | 66 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silicon Hills Wealth Management, LLC | 519,477 | $24,077,776 | 13.59% |
| RCS Financial Planning, LLC | 330,779 | $15,331,589 | 12.65% |
| TRIAD FINANCIAL ADVISORS, INC. | 491,554 | $22,783,540 | 9.35% |
| Beaird Harris Wealth Management, LLC | 1,568,764 | $72,712,192 | 8.70% |
| Onyx Financial Advisors, LLC | 192,599 | $8,926,961 | 7.63% |
| Mattern Wealth Management LLC | 508,680 | $23,577,318 | 6.88% |
| RAM Investment Partners, LLC | 338,591 | $15,693,696 | 6.56% |
| Rather & Kittrell, Inc. | 301,360 | $13,968,036 | 5.84% |
| LEGACY FINANCIAL GROUP, INC. | 239,047 | $11,079,836 | 5.53% |
| Great Waters Wealth Management | 526,324 | $24,395,134 | 4.85% |