DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,361,597 | +13.2% | 914,844 | +17.6% | 1.08% | +13.9% |
| Q2 2023 | $18,878,195 | +11.8% | 777,841 | +10.9% | 0.95% | -0.8% |
| Q1 2023 | $16,882,510 | +29.7% | 701,538 | +20.4% | 0.96% | +23.3% |
| Q4 2022 | $13,021,038 | +192.0% | 582,597 | +150.3% | 0.78% | +196.9% |
| Q3 2022 | $4,460,000 | – | 232,755 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |