DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 2 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,703,777 | +8.7% | 343,431 | +19.9% | 0.64% | +11.2% |
| Q2 2023 | $6,166,474 | +18.4% | 286,546 | +18.3% | 0.57% | +13.9% |
| Q1 2023 | $5,206,630 | +9.6% | 242,282 | +7.9% | 0.50% | +3.9% |
| Q4 2022 | $4,751,189 | +157.8% | 224,642 | +150.6% | 0.48% | +137.9% |
| Q3 2022 | $1,843,000 | +139.0% | 89,638 | +168.6% | 0.20% | +141.7% |
| Q2 2022 | $771,000 | – | 33,372 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 652,632 | $12,739,377 | 11.29% |
| RAM Investment Partners, LLC | 1,162,426 | $22,690,563 | 9.60% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,574,992 | $30,743,849 | 7.13% |
| Rather & Kittrell, Inc. | 788,590 | $15,393,272 | 6.21% |
| Arista Wealth Management, LLC | 688,260 | $13,434,834 | 5.26% |
| ASSET PLANNING CORPORATION | 301,547 | $5,886,198 | 4.53% |
| Beaird Harris Wealth Management, LLC | 1,668,420 | $32,567,551 | 3.90% |
| Core Wealth Management, Inc. | 358,196 | $6,991,982 | 3.62% |
| Pinnacle Financial Group, LLC / IL | 260,105 | $5,077,243 | 3.02% |
| Onyx Financial Advisors, LLC | 168,744 | $3,293,885 | 2.83% |