DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 150 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,724,186 | -3.0% | 225,895 | -1.6% | 0.75% | +0.5% |
| Q2 2023 | $5,901,204 | -58.8% | 229,619 | -60.0% | 0.75% | -60.8% |
| Q1 2023 | $14,321,269 | +12.5% | 574,459 | +11.8% | 1.91% | -0.2% |
| Q4 2022 | $12,729,597 | +91.7% | 513,912 | +68.6% | 1.91% | +67.3% |
| Q3 2022 | $6,641,000 | +12.0% | 304,763 | +16.0% | 1.14% | +17.7% |
| Q2 2022 | $5,928,000 | +286.4% | 262,765 | +341.5% | 0.97% | +260.0% |
| Q1 2022 | $1,534,000 | – | 59,523 | – | 0.27% | – |
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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% |