DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 3 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $386,456 | -10.8% | 16,579 | -2.7% | 0.00% | -25.0% |
| Q2 2023 | $433,123 | +29.0% | 17,038 | +19.7% | 0.00% | +33.3% |
| Q1 2023 | $335,780 | +15.1% | 14,234 | +9.6% | 0.00% | -80.0% |
| Q4 2022 | $291,666 | +2.0% | 12,986 | -7.3% | 0.02% | +400.0% |
| Q3 2022 | $286,000 | -13.3% | 14,012 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $330,000 | – | 14,012 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
| Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
| Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
| Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
| Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
| Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
| Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
| Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
| BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
| Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |