DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,837,018 | +1.2% | 436,813 | +4.7% | 1.63% | +3.9% |
| Q2 2023 | $9,722,547 | +9.5% | 417,098 | +8.3% | 1.57% | -0.2% |
| Q1 2023 | $8,882,097 | +11.7% | 385,173 | +4.6% | 1.58% | +3.1% |
| Q4 2022 | $7,952,708 | +50.1% | 368,181 | +31.2% | 1.53% | +36.9% |
| Q3 2022 | $5,299,000 | -11.9% | 280,527 | -0.0% | 1.12% | -12.7% |
| Q2 2022 | $6,015,000 | +0.8% | 280,561 | +17.3% | 1.28% | +14.0% |
| Q1 2022 | $5,966,000 | +2.9% | 239,126 | +7.7% | 1.12% | +0.2% |
| Q4 2021 | $5,799,000 | +48.5% | 222,114 | +47.2% | 1.12% | +40.0% |
| Q3 2021 | $3,905,000 | – | 150,886 | – | 0.80% | – |
Download | ||||||
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% |