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 ↓ |
---|---|---|---|
Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |