DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,754,726 | -81.4% | 1,017,333 | -80.7% | 0.01% | -81.4% |
| Q2 2023 | $128,047,379 | +955.4% | 5,275,953 | +946.4% | 0.04% | +760.0% |
| Q1 2023 | $12,133,092 | -28.6% | 504,180 | -33.7% | 0.01% | -37.5% |
| Q4 2022 | $17,003,768 | +6174.5% | 760,795 | +5276.3% | 0.01% | – |
| Q3 2022 | $271,000 | -93.7% | 14,151 | -93.0% | 0.00% | -100.0% |
| Q2 2022 | $4,321,000 | -18.9% | 200,779 | -6.2% | 0.00% | 0.0% |
| Q1 2022 | $5,330,000 | – | 213,989 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |