DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 68 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forum Financial Management, LP | 12,399,429 | $277,871,215 | 6.14% |
| Wescott Financial Advisory Group, LLC | 1,122,224 | $25,149,029 | 4.60% |
| Advisory Services & Investments, LLC | 214,724 | $4,811,970 | 4.23% |
| Creative Capital Management Investments LLC | 259,208 | $5,808,851 | 3.98% |
| RS CRUM INC. | 450,363 | $10,092,643 | 3.63% |
| Private Ocean, LLC | 1,243,882 | $27,875,404 | 3.54% |
| Integris Wealth Management, LLC | 453,933 | $10,172,640 | 3.34% |
| WPWealth LLP | 303,799 | $6,808,140 | 2.60% |
| Planning Center, Inc. | 443,487 | $9,938,544 | 2.58% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 486,349 | $10,899,076 | 2.18% |