DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 185 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,918,000 | -5.2% | 3,257,173 | -2.2% | 0.14% | -9.5% |
| Q2 2023 | $80,082,000 | +6.3% | 3,329,537 | +4.2% | 0.16% | -3.7% |
| Q1 2023 | $75,346,000 | +52.0% | 3,194,155 | +44.7% | 0.16% | +45.1% |
| Q4 2022 | $49,560,000 | -26.0% | 2,206,790 | -32.6% | 0.11% | -36.9% |
| Q3 2022 | $66,938,000 | +4.2% | 3,274,641 | +20.0% | 0.18% | +7.8% |
| Q2 2022 | $64,216,000 | – | 2,729,834 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 553,621 | $12,434,324 | 8.10% |
| Relaxing Retirement Coach | 893,645 | $20,071,317 | 7.43% |
| Cravens & Co Advisors, LLC | 336,325 | $7,553,860 | 6.99% |
| Advisory Services & Investments, LLC | 301,856 | $6,779,685 | 6.74% |
| AWM CAPITAL, LLC | 747,389 | $16,786,352 | 5.71% |
| BetterWealth, LLC | 520,178 | $11,683,204 | 5.26% |
| Hill Investment Group Partners, LLC | 911,183 | $20,465,163 | 4.95% |
| Syverson Strege & Co | 463,744 | $10,415,696 | 4.72% |
| HTG Investment Advisors, Inc. | 193,990 | $4,357,015 | 4.41% |
| Hassell Wealth Management, LLC | 230,458 | $5,547,118 | 4.16% |