DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 86 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
| 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 | 1,530,822 | $36,234,547 | 7.08% |
| Asset Dedication, LLC | 1,978,383 | $46,856 | 3.99% |
| True Wealth Design, LLC | 449,347 | $10,636,039 | 3.56% |
| 3D/L Capital Management, LLC | 443,749 | $10,503,560 | 3.41% |
| Del-Sette Capital Management, LLC | 131,836 | $3,120,554 | 3.07% |
| Marquette Asset Management, LLC | 450,193 | $10,656,069 | 2.53% |
| BKA Wealth Consulting, Inc. | 55,600 | $1,316,052 | 2.19% |
| Opes Wealth Management LLC | 333,343 | $7,890,229 | 2.19% |
| LAM GROUP, INC. | 77,575 | $1,836,200 | 1.80% |
| MARYLAND CAPITAL ADVISORS INC. | 77,811 | $1,841,782 | 1.41% |