DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 69 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,019,983 | -8.4% | 129,797 | -8.4% | 0.05% | -7.1% |
| Q2 2023 | $6,569,691 | -23.1% | 141,741 | -22.6% | 0.06% | -34.9% |
| Q1 2023 | $8,539,921 | -25.8% | 183,024 | -26.7% | 0.09% | -32.8% |
| Q4 2022 | $11,512,678 | -56.3% | 249,787 | -56.4% | 0.13% | -61.6% |
| Q3 2022 | $26,328,000 | -25.4% | 572,337 | -24.0% | 0.33% | -31.1% |
| Q2 2022 | $35,303,000 | +789.0% | 753,042 | +808.2% | 0.48% | +847.1% |
| Q1 2022 | $3,971,000 | -11.3% | 82,914 | -7.4% | 0.05% | -19.0% |
| Q4 2021 | $4,476,000 | – | 89,513 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |