DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 474 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,752 | +3.1% | 198,474 | +4.6% | 0.03% | +6.7% |
Q2 2023 | $6,549 | +5.3% | 189,833 | +2.2% | 0.03% | 0.0% |
Q1 2023 | $6,218 | -13.7% | 185,719 | -13.7% | 0.03% | -18.9% |
Q4 2022 | $7,207 | -99.9% | 215,252 | -0.9% | 0.04% | +2.8% |
Q3 2022 | $6,428,000 | +0.7% | 217,103 | +7.4% | 0.04% | +5.9% |
Q2 2022 | $6,386,000 | – | 202,093 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McLean Asset Management Corp | 741,455 | $27,419,012 | 10.28% |
Paragon Wealth Strategies, LLC | 773,935 | $28,805,844 | 7.93% |
JUNCTURE WEALTH STRATEGIES, LLC | 298,683 | $11,116,964 | 5.05% |
Symmetry Partners, LLC | 1,318,634 | $49,110 | 2.65% |
Arden Trust Co | 338,779 | $12,609,358 | 1.85% |
Versant Capital Management, Inc | 164,720 | $6,130,892 | 1.83% |
Valued Wealth Advisors LLC | 44,929 | $1,528,481 | 1.41% |
Apella Capital, LLC | 435,759 | $16,040,292 | 0.89% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 26,756 | $995,868 | 0.52% |
RAM Investment Partners, LLC | 36,316 | $1,351,682 | 0.47% |