DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,291,747 | +2.6% | 783,372 | +6.6% | 2.93% | -18.0% |
| Q2 2023 | $17,836,301 | +16.1% | 734,911 | +15.1% | 3.58% | +6.7% |
| Q1 2023 | $15,361,197 | +252.1% | 638,321 | +227.0% | 3.35% | +217.8% |
| Q4 2022 | $4,362,658 | -13.6% | 195,197 | -25.9% | 1.06% | -24.5% |
| Q3 2022 | $5,050,000 | +276.0% | 263,563 | +322.3% | 1.40% | +402.5% |
| Q2 2022 | $1,343,000 | – | 62,405 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,831,002 | $44,063,063 | 18.82% |
| Relaxing Retirement Coach | 2,064,652 | $49,685,717 | 16.55% |
| Summit Financial Strategies, Inc. | 3,310,579 | $79,669,096 | 15.70% |
| Advisory Services & Investments, LLC | 674,233 | $16,225,412 | 14.73% |
| Kooman & Associates | 1,072,415 | $25,807,667 | 13.96% |
| Your Advocates Ltd., LLP | 1,055,495 | $25,405,755 | 13.94% |
| WPWealth LLP | 1,240,769 | $29,859,104 | 13.79% |
| Great Waters Wealth Management | 2,302,388 | $56,684,796 | 11.98% |
| Alpha Financial Advisors, LLC | 681,440 | $16,398,861 | 11.38% |
| AWM CAPITAL, LLC | 1,649,292 | $39,690,207 | 11.17% |