DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. 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 4.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,886,692 | +1378.8% | 103,950 | +1358.9% | 0.17% | +1107.1% |
| Q3 2023 | $330,458 | +0.1% | 7,125 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $330,244 | -0.7% | 7,125 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $332,453 | +1.2% | 7,125 | 0.0% | 0.02% | -11.8% |
| Q4 2022 | $328,391 | -17.5% | 7,125 | -17.6% | 0.02% | -26.1% |
| Q3 2022 | $398,000 | -25.3% | 8,652 | -23.9% | 0.02% | -30.3% |
| Q2 2022 | $533,000 | -99.9% | 11,364 | -99.9% | 0.03% | -99.8% |
| Q1 2022 | $386,721,000 | -14.4% | 8,075,201 | -10.6% | 17.69% | -21.0% |
| Q4 2021 | $451,838,000 | – | 9,036,762 | – | 22.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |