DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. 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 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,416,869 | -40.2% | 30,490 | -38.7% | 0.01% | -38.1% |
| Q2 2023 | $2,368,740 | +5.6% | 49,742 | +7.1% | 0.02% | 0.0% |
| Q1 2023 | $2,243,699 | +150.2% | 46,439 | +8.2% | 0.02% | -53.3% |
| Q4 2022 | $896,782 | -66.9% | 42,931 | -26.1% | 0.04% | +45.2% |
| Q3 2022 | $2,710,000 | +33.3% | 58,087 | +37.4% | 0.03% | +72.2% |
| Q2 2022 | $2,033,000 | – | 42,289 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 319,619 | $15,489,000 | 12.41% |
| Relaxing Retirement Coach | 190,219 | $9,218,000 | 4.73% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 104,963 | $5,080,000 | 2.60% |
| Landmark Wealth Management, LLC | 87,500 | $45,870,000 | 1.54% |
| Resonant Capital Advisors, LLC | 181,312 | $8,776,000 | 1.30% |
| Aveo Capital Partners, LLC | 63,674 | $3,086,000 | 0.54% |
| Diversified Portfolios, Inc. | 34,943 | $1,693,000 | 0.41% |
| COLLECTIVE FAMILY OFFICE LLC | 21,548 | $1,044,000 | 0.40% |
| Shearwater Capital LLC | 8,387 | $406,000 | 0.37% |
| FIRETHORN WEALTH PARTNERS, LLC | 8,111 | $393,000 | 0.30% |