DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $94,697,906 | -0.8% | 4,205,058 | +2.7% | 0.03% | +3.1% |
| Q2 2023 | $95,476,035 | +55.4% | 4,095,926 | +53.7% | 0.03% | +45.5% |
| Q1 2023 | $61,437,282 | +16.0% | 2,664,236 | +8.6% | 0.02% | +10.0% |
| Q4 2022 | $52,981,906 | +16.1% | 2,452,866 | +1.5% | 0.02% | 0.0% |
| Q3 2022 | $45,647,000 | +5.0% | 2,416,487 | +19.2% | 0.02% | +11.1% |
| Q2 2022 | $43,456,000 | -15.2% | 2,026,854 | -1.4% | 0.02% | +5.9% |
| Q1 2022 | $51,267,000 | +1.2% | 2,054,771 | +5.9% | 0.02% | +13.3% |
| Q4 2021 | $50,646,000 | +0.5% | 1,939,712 | -0.4% | 0.02% | -6.2% |
| Q3 2021 | $50,410,000 | – | 1,947,829 | – | 0.02% | – |
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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% |