DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,415,000 | -6.5% | 3,744,424 | -2.8% | 0.16% | -10.9% |
| Q2 2023 | $93,465,000 | +3.2% | 3,851,342 | +2.3% | 0.18% | -7.1% |
| Q1 2023 | $90,583,000 | +53.4% | 3,764,579 | +42.5% | 0.20% | +46.7% |
| Q4 2022 | $59,036,000 | -21.7% | 2,642,072 | -32.8% | 0.14% | -33.2% |
| Q3 2022 | $75,393,000 | +32.6% | 3,934,331 | +48.9% | 0.20% | +37.4% |
| Q2 2022 | $56,855,000 | – | 2,641,498 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |