DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 3 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 1,091,777 | $25,755,023 | 14.13% |
| Kooman & Associates | 664,568 | $15,677,159 | 8.48% |
| Wealthstream Advisors, Inc. | 589,073 | $13,896,224 | 8.30% |
| Relaxing Retirement Coach | 952,146 | $22,461,083 | 7.48% |
| Cravens & Co Advisors, LLC | 338,371 | $7,982,172 | 7.45% |
| Advisory Services & Investments, LLC | 310,487 | $7,324,388 | 6.65% |
| Oakwell Private Wealth Management, LLC | 579,199 | $13,663,308 | 6.22% |
| AWM CAPITAL, LLC | 900,821 | $21,250,372 | 5.98% |
| Pinnacle Financial Group, LLC / IL | 407,131 | $9,604,217 | 5.73% |
| Hill Investment Group Partners, LLC | 1,189,457 | $28,059,292 | 5.52% |