DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,207,407 | +58.9% | 51,709 | +68.8% | 0.01% | +57.1% |
Q2 2023 | $759,997 | -7.3% | 30,627 | -10.1% | 0.01% | -12.5% |
Q1 2023 | $819,872 | +62.8% | 34,069 | +8.2% | 0.01% | -68.0% |
Q4 2022 | $503,723 | +6.5% | 31,475 | +27.5% | 0.02% | +400.0% |
Q3 2022 | $473,000 | -10.9% | 24,679 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $531,000 | – | 24,679 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Arden Trust Co | 1,309,273 | $33,425,757 | 4.91% |
Apella Capital, LLC | 868,967 | $21,863,214 | 1.22% |
Versant Capital Management, Inc | 43,357 | $1,106,904 | 0.33% |
Pure Financial Advisors, LLC | 10,701 | $273,196 | 0.01% |
OPTIMUM INVESTMENT ADVISORS | 417 | $10,646 | 0.01% |