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 | $78,568,636 | -2.1% | 3,364,824 | +1.8% | 14.97% | +0.0% |
| Q2 2023 | $80,216,883 | +0.7% | 3,305,187 | -0.2% | 14.96% | -4.7% |
| Q1 2023 | $79,669,096 | +10.0% | 3,310,579 | +2.2% | 15.70% | +0.7% |
| Q4 2022 | $72,403,324 | +30.6% | 3,239,522 | +11.9% | 15.59% | +18.4% |
| Q3 2022 | $55,444,000 | +9064.3% | 2,893,746 | +10196.9% | 13.16% | +9170.4% |
| Q2 2022 | $605,000 | – | 28,103 | – | 0.14% | – |
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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% |