DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 87 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,794 | +0.1% | 4,394 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $203,662 | -98.7% | 4,394 | -98.7% | 0.00% | -98.9% |
| Q1 2023 | $16,258,770 | +4.8% | 348,452 | +3.5% | 0.27% | -3.6% |
| Q4 2022 | $15,514,309 | +2.1% | 336,609 | +1.9% | 0.28% | -30.1% |
| Q3 2022 | $15,194,000 | -1.1% | 330,307 | +0.8% | 0.40% | +14.9% |
| Q2 2022 | $15,368,000 | +0.4% | 327,816 | +2.5% | 0.35% | +14.8% |
| Q1 2022 | $15,309,000 | – | 319,667 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valued Wealth Advisors LLC | 322,944 | $14,978,114 | 13.83% |
| RAM Investment Partners, LLC | 485,836 | $22,839,170 | 7.96% |
| Apella Capital, LLC | 742,797 | $34,837,173 | 1.94% |
| Pure Financial Advisors, LLC | 103,950 | $4,886,692 | 0.17% |
| Selective Wealth Management, Inc. | 5,435 | $254,902 | 0.13% |