DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 41 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,217,740 | -20.8% | 318,664 | -17.0% | 0.00% | -33.3% |
Q2 2023 | $9,110,249 | +250.2% | 383,751 | +248.5% | 0.00% | +200.0% |
Q1 2023 | $2,601,632 | +533.3% | 110,101 | +495.8% | 0.00% | – |
Q4 2022 | $410,833 | -33.0% | 18,481 | -38.9% | 0.00% | – |
Q3 2022 | $613,000 | -65.7% | 30,262 | -60.5% | 0.00% | -100.0% |
Q2 2022 | $1,789,000 | – | 76,633 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 2,463,387 | $55,795,728 | 6.56% |
FISCHER INVESTMENT STRATEGIES, LLC | 106,310 | $2,407,930 | 2.44% |
Fortress Wealth Management, Inc. | 121,717 | $2,756,885 | 1.78% |
Applied Capital LLC | 61,042 | $1,382,594 | 0.85% |
Symmetry Partners, LLC | 689,258 | $15,612 | 0.85% |
RCS Financial Planning, LLC | 47,889 | $1,084,690 | 0.83% |
Retirement Solution Inc. | 101,896 | $2,307,940 | 0.76% |
Alpha Financial Advisors, LLC | 52,812 | $1,196,199 | 0.76% |
Lodestone Wealth Management LLC | 34,021 | $793,026 | 0.56% |
Schubert & Co | 12,408 | $281,042 | 0.29% |