DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 87 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $707,486 | +136.0% | 15,264 | +137.6% | 0.02% | +150.0% |
| Q1 2023 | $299,790 | -91.7% | 6,425 | -91.8% | 0.01% | -94.2% |
| Q4 2022 | $3,632,168 | +396.9% | 78,806 | +396.1% | 0.10% | +347.8% |
| Q3 2022 | $731,000 | -57.7% | 15,884 | -56.9% | 0.02% | -52.1% |
| Q2 2022 | $1,728,000 | +25.9% | 36,866 | +28.6% | 0.05% | +23.1% |
| Q1 2022 | $1,373,000 | -66.7% | 28,667 | -65.3% | 0.04% | -77.2% |
| Q4 2021 | $4,126,000 | – | 82,519 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valued Wealth Advisors LLC | 322,944 | $14,978,114 | 13.83% |
| RAM Investment Partners, LLC | 485,836 | $22,839,170 | 7.96% |
| Apella Capital, LLC | 742,797 | $34,837,173 | 1.94% |
| Pure Financial Advisors, LLC | 103,950 | $4,886,692 | 0.17% |
| Selective Wealth Management, Inc. | 5,435 | $254,902 | 0.13% |