DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 67 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,279,270 | -17.6% | 56,380 | -9.5% | 0.07% | -14.8% |
| Q2 2023 | $1,552,895 | +22.3% | 62,290 | +16.5% | 0.08% | +9.5% |
| Q1 2023 | $1,270,177 | +26.0% | 53,481 | +25.5% | 0.07% | +19.4% |
| Q4 2022 | $1,008,345 | +76.0% | 42,618 | +60.5% | 0.06% | +51.2% |
| Q3 2022 | $573,000 | – | 26,557 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,279,551 | $28,930,648 | 7.32% |
| Asset Dedication, LLC | 1,575,204 | $35,636 | 3.62% |
| 3D/L Capital Management, LLC | 507,844 | $11,482,361 | 3.09% |
| Verum Partners LLC | 90,042 | $2,035,860 | 2.50% |
| True Wealth Design, LLC | 236,061 | $5,337,334 | 2.47% |
| Opes Wealth Management LLC | 274,096 | $6,197,311 | 2.25% |
| LAM GROUP, INC. | 73,855 | $1,669,862 | 1.72% |
| MARYLAND CAPITAL ADVISORS INC. | 65,871 | $1,489,346 | 1.39% |
| SENTINEL TRUST CO LBA | 286,000 | $6,466 | 1.01% |
| RITHOLTZ WEALTH MANAGEMENT | 750,954 | $16,979,068 | 0.95% |