DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $725 | -59.8% | 32,185 | -58.9% | 0.03% | -53.4% |
| Q1 2023 | $1,804 | -21.6% | 78,246 | -26.5% | 0.07% | -37.1% |
| Q4 2022 | $2,301 | -99.9% | 106,505 | -28.3% | 0.12% | -23.2% |
| Q3 2022 | $2,804,000 | -89.4% | 148,440 | -88.0% | 0.15% | -89.4% |
| Q2 2022 | $26,548,000 | +1120.6% | 1,238,253 | +1320.7% | 1.42% | +1790.7% |
| Q1 2022 | $2,175,000 | -70.0% | 87,158 | -68.6% | 0.08% | -61.3% |
| Q4 2021 | $7,238,000 | – | 277,214 | – | 0.19% | – |
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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% |