DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,717,038 | -20.8% | 3,456,831 | -17.6% | 0.62% | -59.5% |
| Q2 2023 | $101,859,677 | +4.5% | 4,196,938 | +3.7% | 1.52% | -3.8% |
| Q1 2023 | $97,440,156 | -8.7% | 4,049,040 | -15.2% | 1.58% | +73.6% |
| Q4 2022 | $106,761,332 | +32982.3% | 4,776,794 | +31753.8% | 0.91% | +12900.0% |
| Q2 2022 | $322,714 | – | 14,996 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,831,002 | $44,063,063 | 18.82% |
| Relaxing Retirement Coach | 2,064,652 | $49,685,717 | 16.55% |
| Summit Financial Strategies, Inc. | 3,310,579 | $79,669,096 | 15.70% |
| Advisory Services & Investments, LLC | 674,233 | $16,225,412 | 14.73% |
| Kooman & Associates | 1,072,415 | $25,807,667 | 13.96% |
| Your Advocates Ltd., LLP | 1,055,495 | $25,405,755 | 13.94% |
| WPWealth LLP | 1,240,769 | $29,859,104 | 13.79% |
| Great Waters Wealth Management | 2,302,388 | $56,684,796 | 11.98% |
| Alpha Financial Advisors, LLC | 681,440 | $16,398,861 | 11.38% |
| AWM CAPITAL, LLC | 1,649,292 | $39,690,207 | 11.17% |