DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 76 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,144 | -4.3% | 74,513 | +0.1% | 0.15% | -5.7% |
| Q1 2024 | $2,240 | +3.5% | 74,409 | +0.1% | 0.16% | -3.1% |
| Q4 2023 | $2,164 | +23.1% | 74,322 | +7.1% | 0.16% | +8.7% |
| Q3 2023 | $1,758 | -4.1% | 69,381 | -2.7% | 0.15% | +7.9% |
| Q2 2023 | $1,833 | -4.7% | 71,305 | -7.6% | 0.14% | -10.3% |
| Q1 2023 | $1,924 | -5.3% | 77,163 | -5.9% | 0.16% | -15.3% |
| Q4 2022 | $2,031 | -99.9% | 81,997 | +9.8% | 0.18% | -5.2% |
| Q3 2022 | $1,627,000 | – | 74,672 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
| Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
| Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
| Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
| Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
| Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
| Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
| Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
| Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
| BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |