DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $3,072,787 | -98.0% | 119,564 | -98.1% | 0.15% | -98.1% |
Q1 2023 | $155,052,934 | -0.1% | 6,219,532 | -0.8% | 7.98% | +0.3% |
Q4 2022 | $155,227,312 | +21.8% | 6,266,747 | +7.1% | 7.96% | -4.7% |
Q3 2022 | $127,450,000 | -1.7% | 5,849,022 | +1.7% | 8.35% | -8.4% |
Q2 2022 | $129,700,000 | – | 5,749,117 | – | 9.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |