DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 3 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,906,080 | -4.6% | 124,671 | -1.6% | 0.47% | -23.7% |
Q2 2023 | $3,046,124 | +2.9% | 126,658 | +1.0% | 0.61% | -5.4% |
Q1 2023 | $2,959,232 | +13.0% | 125,444 | +7.6% | 0.65% | +1.9% |
Q4 2022 | $2,619,492 | +28.0% | 116,629 | +16.5% | 0.63% | +12.0% |
Q3 2022 | $2,046,000 | – | 100,112 | – | 0.57% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |