DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 79 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $214,439 | -3.7% | 5,392 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $222,743 | -3.5% | 5,392 | 0.0% | 0.02% | -9.1% |
Q1 2023 | $230,928 | +4.1% | 5,392 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $221,934 | -99.9% | 5,392 | -21.8% | 0.02% | -25.8% |
Q3 2022 | $280,159,000 | +8.1% | 6,892 | +17.0% | 0.03% | +6.9% |
Q2 2022 | $259,159,000 | -2.3% | 5,892 | +6.1% | 0.03% | +16.0% |
Q1 2022 | $265,306,000 | – | 5,555 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |