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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,449,222 | +0.4% | 30,834 | +0.5% | 0.68% | -1.6% |
| Q1 2024 | $1,442,917 | -18.9% | 30,674 | -19.0% | 0.69% | -23.5% |
| Q4 2023 | $1,779,662 | -2.7% | 37,857 | -4.0% | 0.90% | -14.5% |
| Q3 2023 | $1,829,724 | +4.6% | 39,451 | +4.5% | 1.05% | +11.1% |
| Q2 2023 | $1,749,928 | -8.1% | 37,755 | -7.5% | 0.95% | -17.7% |
| Q1 2023 | $1,905,003 | +18.3% | 40,827 | +16.8% | 1.15% | +12.9% |
| Q4 2022 | $1,610,819 | +279.9% | 34,949 | +279.1% | 1.02% | +227.3% |
| Q3 2022 | $424,000 | – | 9,218 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |