DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,602,830 | +32.3% | 325,603 | +37.5% | 0.69% | +40.2% |
| Q2 2023 | $5,747,810 | -2.1% | 236,828 | -2.9% | 0.49% | -8.4% |
| Q1 2023 | $5,871,555 | -16.1% | 243,987 | -22.1% | 0.54% | -22.1% |
| Q4 2022 | $6,997,874 | +20.4% | 313,104 | +3.2% | 0.69% | +18.8% |
| Q3 2022 | $5,814,000 | -4.0% | 303,434 | +7.8% | 0.58% | -2.5% |
| Q2 2022 | $6,059,000 | – | 281,547 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,831,002 | $44,063,063 | 18.82% |
| Relaxing Retirement Coach | 2,064,652 | $49,685,717 | 16.55% |
| Summit Financial Strategies, Inc. | 3,310,579 | $79,669,096 | 15.70% |
| Advisory Services & Investments, LLC | 674,233 | $16,225,412 | 14.73% |
| Kooman & Associates | 1,072,415 | $25,807,667 | 13.96% |
| Your Advocates Ltd., LLP | 1,055,495 | $25,405,755 | 13.94% |
| WPWealth LLP | 1,240,769 | $29,859,104 | 13.79% |
| Great Waters Wealth Management | 2,302,388 | $56,684,796 | 11.98% |
| Alpha Financial Advisors, LLC | 681,440 | $16,398,861 | 11.38% |
| AWM CAPITAL, LLC | 1,649,292 | $39,690,207 | 11.17% |