DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,087,232 | +16.9% | 433,101 | +16.8% | 1.90% | +19.4% |
Q2 2023 | $17,187,183 | +22.2% | 370,813 | +23.1% | 1.60% | +17.5% |
Q1 2023 | $14,059,153 | +4.1% | 301,311 | +2.8% | 1.36% | -1.2% |
Q4 2022 | $13,503,621 | +10.9% | 292,984 | +10.7% | 1.37% | +2.4% |
Q3 2022 | $12,176,000 | +6.3% | 264,687 | +8.4% | 1.34% | +8.1% |
Q2 2022 | $11,449,000 | +1073.1% | 244,222 | +1098.4% | 1.24% | +1248.9% |
Q1 2022 | $976,000 | – | 20,379 | – | 0.09% | – |
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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% |