DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 91 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,712 | +8.4% | 2,196,466 | +3.3% | 4.09% | +6.9% |
| Q1 2024 | $54,179 | +6.5% | 2,125,518 | +4.3% | 3.82% | -0.1% |
| Q4 2023 | $50,855 | +10.3% | 2,037,449 | +3.0% | 3.83% | -2.9% |
| Q3 2023 | $46,108 | -7.0% | 1,978,017 | -4.0% | 3.94% | +4.8% |
| Q2 2023 | $49,578 | +3.2% | 2,061,441 | +1.2% | 3.76% | -3.1% |
| Q1 2023 | $48,057 | +19.8% | 2,037,157 | +14.1% | 3.88% | +7.3% |
| Q4 2022 | $40,108 | -99.4% | 1,785,741 | +437.5% | 3.62% | +349.9% |
| Q3 2022 | $6,791,000 | +215.0% | 332,227 | +262.5% | 0.80% | +226.8% |
| Q2 2022 | $2,156,000 | – | 91,641 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |