DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,999,137 | +5.2% | 2,402,365 | +8.5% | 3.32% | +3.3% |
| Q2 2023 | $53,235,388 | +13.4% | 2,213,530 | +11.3% | 3.22% | +5.9% |
| Q1 2023 | $46,930,163 | +47.5% | 1,989,409 | +40.4% | 3.04% | +32.2% |
| Q4 2022 | $31,819,944 | +84.9% | 1,416,738 | +68.3% | 2.30% | +56.8% |
| Q3 2022 | $17,206,000 | +43.5% | 841,782 | +65.2% | 1.46% | +38.8% |
| Q2 2022 | $11,990,000 | – | 509,571 | – | 1.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
| Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
| Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
| Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
| Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
| Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
| Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
| Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
| BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
| Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |