DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 149 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,719,624 | -35.3% | 231,126 | -35.3% | 0.00% | -50.0% |
| Q2 2023 | $16,566,927 | +132.7% | 357,431 | +134.2% | 0.01% | +100.0% |
| Q1 2023 | $7,120,176 | +299.8% | 152,597 | +294.9% | 0.00% | +200.0% |
| Q4 2022 | $1,780,918 | -43.3% | 38,640 | -43.4% | 0.00% | 0.0% |
| Q3 2022 | $3,142,000 | -73.6% | 68,314 | -73.1% | 0.00% | -80.0% |
| Q2 2022 | $11,896,000 | +47.4% | 253,745 | +50.6% | 0.01% | +66.7% |
| Q1 2022 | $8,069,000 | +60.3% | 168,488 | +67.4% | 0.00% | +50.0% |
| Q4 2021 | $5,033,000 | – | 100,656 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |