DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,456,839 | -16.3% | 197,905 | -13.3% | 1.60% | -16.7% |
| Q2 2023 | $5,322,199 | -4.8% | 228,323 | -5.8% | 1.92% | -10.4% |
| Q1 2023 | $5,590,845 | -1.4% | 242,448 | -7.6% | 2.15% | -19.2% |
| Q4 2022 | $5,669,429 | +1.2% | 262,474 | -11.5% | 2.66% | -9.7% |
| Q3 2022 | $5,604,000 | +27.1% | 296,654 | +44.2% | 2.94% | +30.1% |
| Q2 2022 | $4,409,000 | -0.7% | 205,664 | +15.6% | 2.26% | -10.1% |
| Q1 2022 | $4,440,000 | +11.2% | 177,966 | +16.4% | 2.51% | +13.9% |
| Q4 2021 | $3,992,000 | – | 152,900 | – | 2.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |