DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,091 | -9.7% | 226,047 | -6.6% | 0.02% | -5.9% |
Q2 2023 | $5,640 | -13.8% | 241,951 | -14.8% | 0.02% | -19.0% |
Q1 2023 | $6,546 | +10.6% | 283,872 | +3.6% | 0.02% | +5.0% |
Q4 2022 | $5,921 | -99.9% | 274,129 | -9.4% | 0.02% | -13.0% |
Q3 2022 | $6,485,000 | 0.0% | 302,459 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $6,485,000 | +2.9% | 302,459 | +19.8% | 0.02% | +15.0% |
Q1 2022 | $6,300,000 | +35.8% | 252,494 | +42.1% | 0.02% | +42.9% |
Q4 2021 | $4,640,000 | +28.0% | 177,714 | +26.9% | 0.01% | +16.7% |
Q3 2021 | $3,626,000 | – | 140,092 | – | 0.01% | – |
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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% |