DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,890,695 | -1.5% | 1,327,296 | +1.9% | 0.05% | 0.0% |
| Q2 2023 | $30,360,468 | +1.7% | 1,302,465 | +0.6% | 0.05% | -5.3% |
| Q1 2023 | $29,850,549 | +10.4% | 1,294,473 | +3.4% | 0.06% | +5.6% |
| Q4 2022 | $27,035,499 | +13.5% | 1,251,642 | -0.7% | 0.05% | +1.9% |
| Q3 2022 | $23,811,000 | -15.1% | 1,260,514 | -3.7% | 0.05% | -13.1% |
| Q2 2022 | $28,062,000 | -22.7% | 1,308,858 | -10.0% | 0.06% | -10.3% |
| Q1 2022 | $36,303,000 | +1.5% | 1,455,022 | +6.2% | 0.07% | +1.5% |
| Q4 2021 | $35,769,000 | +13.4% | 1,369,952 | +12.4% | 0.07% | +4.7% |
| Q3 2021 | $31,552,000 | – | 1,219,156 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |