DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,702,019 | -0.1% | 856,285 | -0.2% | 0.16% | +1.9% |
| Q2 2023 | $39,759,816 | -28.1% | 857,817 | -27.6% | 0.16% | -31.9% |
| Q1 2023 | $55,276,959 | -0.9% | 1,184,676 | -2.2% | 0.23% | -5.4% |
| Q4 2022 | $55,802,452 | -1.2% | 1,210,728 | -1.4% | 0.24% | -8.3% |
| Q3 2022 | $56,480,000 | -8.3% | 1,227,835 | -6.4% | 0.26% | -4.3% |
| Q2 2022 | $61,586,000 | – | 1,311,246 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valued Wealth Advisors LLC | 322,944 | $14,978,114 | 13.83% |
| RAM Investment Partners, LLC | 485,836 | $22,839,170 | 7.96% |
| Apella Capital, LLC | 742,797 | $34,837,173 | 1.94% |
| Pure Financial Advisors, LLC | 103,950 | $4,886,692 | 0.17% |
| Selective Wealth Management, Inc. | 5,435 | $254,902 | 0.13% |