DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,023,226 | +18.2% | 134,246 | +22.4% | 0.85% | +19.6% |
Q2 2023 | $2,557,209 | +6.9% | 109,704 | +5.8% | 0.71% | +4.7% |
Q1 2023 | $2,391,668 | +17.8% | 103,715 | +10.3% | 0.68% | +11.6% |
Q4 2022 | $2,030,832 | +56.5% | 94,020 | +36.9% | 0.61% | +38.5% |
Q3 2022 | $1,298,000 | +125.0% | 68,700 | +155.2% | 0.44% | +137.1% |
Q2 2022 | $577,000 | +139.4% | 26,925 | +179.3% | 0.19% | +169.6% |
Q1 2022 | $241,000 | – | 9,640 | – | 0.07% | – |
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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% |