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 | $10,798,218 | +7.6% | 463,244 | +11.0% | 4.36% | +3.9% |
| Q2 2023 | $10,035,207 | +11.5% | 417,268 | +9.4% | 4.19% | +2.4% |
| Q1 2023 | $9,001,282 | +25.3% | 381,574 | +19.3% | 4.09% | +7.1% |
| Q4 2022 | $7,184,262 | +1328.3% | 319,867 | +1199.0% | 3.82% | +622.3% |
| Q3 2022 | $503,000 | – | 24,625 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 553,621 | $12,434,324 | 8.10% |
| Relaxing Retirement Coach | 893,645 | $20,071,317 | 7.43% |
| Cravens & Co Advisors, LLC | 336,325 | $7,553,860 | 6.99% |
| Advisory Services & Investments, LLC | 301,856 | $6,779,685 | 6.74% |
| AWM CAPITAL, LLC | 747,389 | $16,786,352 | 5.71% |
| BetterWealth, LLC | 520,178 | $11,683,204 | 5.26% |
| Hill Investment Group Partners, LLC | 911,183 | $20,465,163 | 4.95% |
| Syverson Strege & Co | 463,744 | $10,415,696 | 4.72% |
| HTG Investment Advisors, Inc. | 193,990 | $4,357,015 | 4.41% |
| Hassell Wealth Management, LLC | 230,458 | $5,547,118 | 4.16% |