DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,019,946 | -2.2% | 64,987 | +0.2% | 0.64% | +3.0% |
Q2 2023 | $3,089,425 | +4.1% | 64,863 | +4.5% | 0.63% | +2.5% |
Q1 2023 | $2,968,237 | +0.0% | 62,084 | 0.0% | 0.61% | 0.0% |
Q4 2022 | $2,968,236 | +415.3% | 62,084 | +402.9% | 0.61% | +346.0% |
Q3 2022 | $576,000 | +22.3% | 12,345 | +26.0% | 0.14% | +28.0% |
Q2 2022 | $471,000 | – | 9,800 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |