DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,086,534 | -42.5% | 847,537 | -39.2% | 0.17% | -40.8% |
| Q2 2023 | $33,221,928 | +6.0% | 1,394,108 | +2.6% | 0.29% | -3.3% |
| Q1 2023 | $31,341,866 | +139.7% | 1,359,145 | +4.8% | 0.30% | -54.6% |
| Q4 2022 | $13,076,412 | -42.5% | 1,297,169 | +7.8% | 0.66% | +152.1% |
| Q3 2022 | $22,726,000 | -16.4% | 1,203,123 | -5.1% | 0.26% | +7.9% |
| Q2 2022 | $27,171,000 | -8.7% | 1,267,263 | +11.2% | 0.24% | +8.5% |
| Q4 2021 | $29,755,000 | +8.1% | 1,139,594 | +7.1% | 0.22% | +27.4% |
| Q3 2021 | $27,528,000 | – | 1,063,663 | – | 0.18% | – |
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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% |