DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 259 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $668,773 | +42551.3% | 26,392 | +43165.6% | 0.02% | – |
Q2 2023 | $1,568 | +98.2% | 61 | -99.8% | 0.00% | -100.0% |
Q1 2023 | $791 | -43.0% | 31,744 | -43.4% | 0.02% | -56.9% |
Q4 2022 | $1,388 | -99.7% | 56,036 | +132.9% | 0.06% | +544.4% |
Q3 2022 | $524,000 | – | 24,058 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |