DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,849,640 | +1.4% | 526,183 | +5.0% | 0.18% | -3.3% |
| Q2 2023 | $11,682,367 | +1.1% | 501,174 | -0.0% | 0.18% | -14.9% |
| Q1 2023 | $11,560,185 | +5.6% | 501,309 | -1.1% | 0.22% | -19.5% |
| Q4 2022 | $10,947,943 | +83.2% | 506,849 | +60.2% | 0.27% | +43.5% |
| Q3 2022 | $5,975,000 | -12.1% | 316,325 | -0.2% | 0.19% | -9.7% |
| Q2 2022 | $6,797,000 | -14.8% | 317,038 | -0.8% | 0.21% | -21.1% |
| Q1 2022 | $7,975,000 | -4.8% | 319,641 | -0.4% | 0.26% | -3.7% |
| Q4 2021 | $8,379,000 | +1.0% | 320,911 | +0.1% | 0.27% | -10.6% |
| Q3 2021 | $8,296,000 | – | 320,564 | – | 0.30% | – |
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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% |