DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. 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 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,730,937 | +28.6% | 389,669 | +33.0% | 1.49% | +31.5% |
| Q2 2023 | $12,229,981 | +41.9% | 293,074 | +44.5% | 1.14% | +36.4% |
| Q1 2023 | $8,621,499 | +22.5% | 202,859 | +19.7% | 0.83% | +16.2% |
| Q4 2022 | $7,035,896 | +47.1% | 169,458 | +45.1% | 0.72% | +35.9% |
| Q3 2022 | $4,783,000 | +27.8% | 116,821 | +36.1% | 0.53% | +29.8% |
| Q2 2022 | $3,744,000 | +547.8% | 85,829 | +588.8% | 0.41% | +638.2% |
| Q1 2022 | $578,000 | – | 12,461 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rise Advisors, LLC | 301,952 | $12,362,000 | 10.24% |
| BCR Wealth Strategies, LLC | 201,742 | $8,259,000 | 8.47% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 627,526 | $25,691,000 | 8.15% |
| BetterWealth, LLC | 327,052 | $13,390,000 | 6.89% |
| Relaxing Retirement Coach | 343,745 | $14,071,000 | 6.65% |
| Ullmann Wealth Partners Group, LLC | 546,469 | $22,372,000 | 6.17% |
| Spinnaker Investment Group, LLC | 377,556 | $15,473,000 | 6.06% |
| TRIAD FINANCIAL ADVISORS, INC. | 265,747 | $10,880,000 | 5.92% |
| Silicon Hills Wealth Management, LLC | 150,073 | $6,144,000 | 4.88% |
| Hill Investment Group Partners, LLC | 310,731 | $12,721,327 | 3.66% |