DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $116,650,762 | -25.0% | 5,179,874 | -22.4% | 0.04% | -26.9% |
| Q2 2023 | $155,542,082 | +244.5% | 6,672,762 | +240.8% | 0.05% | +188.9% |
| Q1 2023 | $45,153,048 | -52.3% | 1,958,068 | -55.3% | 0.02% | -59.1% |
| Q4 2022 | $94,594,975 | +591.6% | 4,379,397 | +504.8% | 0.04% | +633.3% |
| Q3 2022 | $13,678,000 | +53.0% | 724,076 | +73.7% | 0.01% | +50.0% |
| Q2 2022 | $8,939,000 | +995.5% | 416,916 | +1175.1% | 0.00% | – |
| Q1 2022 | $816,000 | -83.3% | 32,697 | -82.5% | 0.00% | -100.0% |
| Q4 2021 | $4,886,000 | – | 187,119 | – | 0.00% | – |
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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% |