DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 61 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,427,676 | -0.9% | 34,962 | +0.1% | 0.67% | -2.9% |
Q1 2024 | $1,441,100 | -19.9% | 34,936 | -19.8% | 0.69% | -24.4% |
Q4 2023 | $1,799,220 | +1.6% | 43,585 | -2.2% | 0.91% | -10.6% |
Q3 2023 | $1,771,594 | -21.3% | 44,546 | -18.2% | 1.02% | -16.4% |
Q2 2023 | $2,250,428 | -10.2% | 54,477 | -6.9% | 1.22% | -19.5% |
Q1 2023 | $2,504,800 | +19.8% | 58,485 | +15.1% | 1.51% | +14.2% |
Q4 2022 | $2,091,303 | +321.6% | 50,809 | +316.0% | 1.32% | +263.2% |
Q3 2022 | $496,000 | – | 12,214 | – | 0.36% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |