DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 474 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $505,546,911 | +6.3% | 14,860,286 | +7.8% | 7.54% | +1.4% |
| Q2 2023 | $475,776,715 | +12.1% | 13,790,629 | +8.8% | 7.44% | -5.8% |
| Q1 2023 | $424,315,163 | +36.4% | 12,673,690 | +34.1% | 7.90% | +4.0% |
| Q4 2022 | $311,085,296 | +19.7% | 9,452,905 | +7.7% | 7.60% | -6.1% |
| Q3 2022 | $259,951,000 | -0.3% | 8,779,173 | +6.4% | 8.10% | +2.4% |
| Q2 2022 | $260,823,000 | – | 8,253,900 | – | 7.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McLean Asset Management Corp | 741,455 | $27,419,012 | 10.28% |
| Paragon Wealth Strategies, LLC | 773,935 | $28,805,844 | 7.93% |
| JUNCTURE WEALTH STRATEGIES, LLC | 298,683 | $11,116,964 | 5.05% |
| Symmetry Partners, LLC | 1,318,634 | $49,110 | 2.65% |
| Arden Trust Co | 338,779 | $12,609,358 | 1.85% |
| Versant Capital Management, Inc | 164,720 | $6,130,892 | 1.83% |
| Valued Wealth Advisors LLC | 44,929 | $1,528,481 | 1.41% |
| Apella Capital, LLC | 435,759 | $16,040,292 | 0.89% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 26,756 | $995,868 | 0.52% |
| RAM Investment Partners, LLC | 36,316 | $1,351,682 | 0.47% |