DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,677,757 | +2.1% | 696,170 | +5.7% | 2.00% | +2.0% |
| Q2 2023 | $15,357,194 | +3.4% | 658,824 | +2.3% | 1.96% | +1.8% |
| Q1 2023 | $14,850,811 | +11.3% | 644,007 | +4.3% | 1.93% | +4.4% |
| Q4 2022 | $13,339,350 | +12.9% | 617,562 | -1.3% | 1.85% | -3.5% |
| Q3 2022 | $11,815,000 | -9.4% | 625,453 | +2.8% | 1.91% | -4.2% |
| Q2 2022 | $13,041,000 | -23.1% | 608,252 | -10.5% | 2.00% | -21.5% |
| Q1 2022 | $16,960,000 | -0.3% | 679,740 | +4.3% | 2.54% | +1.0% |
| Q4 2021 | $17,017,000 | +5.9% | 651,736 | +4.9% | 2.52% | +2.6% |
| Q3 2021 | $16,075,000 | – | 621,117 | – | 2.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |