DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 149 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,753 | -70.2% | 59,650 | -70.1% | 0.15% | -69.2% |
| Q2 2023 | $9,284,295 | -41.5% | 199,534 | -41.4% | 0.48% | -47.8% |
| Q1 2023 | $15,876,576 | -35.5% | 340,553 | -35.7% | 0.93% | -38.6% |
| Q4 2022 | $24,627,633 | +7.7% | 529,570 | +5.3% | 1.51% | -7.6% |
| Q3 2022 | $22,857,000 | +45.7% | 502,788 | +52.3% | 1.63% | +43.7% |
| Q2 2022 | $15,687,000 | -31.1% | 330,192 | -31.5% | 1.14% | -34.7% |
| Q1 2022 | $22,780,000 | +1.8% | 482,228 | +5.1% | 1.74% | +9.6% |
| Q4 2021 | $22,381,000 | – | 458,909 | – | 1.59% | – |
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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% |