DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $14,056,071 | -8.0% | 650,142 | +0.4% | 0.76% | -4.5% |
Q2 2023 | $15,277,644 | -0.0% | 647,358 | -0.6% | 0.79% | -11.0% |
Q1 2023 | $15,282,677 | +0.4% | 651,436 | -0.5% | 0.89% | -4.3% |
Q4 2022 | $15,222,529 | +10.8% | 654,732 | -2.7% | 0.93% | -4.9% |
Q3 2022 | $13,734,000 | +44.7% | 673,224 | +57.2% | 0.98% | +42.6% |
Q2 2022 | $9,492,000 | -28.7% | 428,333 | -27.0% | 0.69% | -32.4% |
Q1 2022 | $13,304,000 | -15.8% | 586,617 | -5.0% | 1.02% | -9.2% |
Q4 2021 | $15,794,000 | +26.7% | 617,426 | +32.0% | 1.12% | +28.0% |
Q3 2021 | $12,463,000 | – | 467,657 | – | 0.87% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |