DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
---|---|---|---|
Arden Trust Co | 1,309,273 | $33,425,757 | 4.91% |
Apella Capital, LLC | 868,967 | $21,863,214 | 1.22% |
Versant Capital Management, Inc | 43,357 | $1,106,904 | 0.33% |
Pure Financial Advisors, LLC | 10,701 | $273,196 | 0.01% |
OPTIMUM INVESTMENT ADVISORS | 417 | $10,646 | 0.01% |