DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 163 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,463,347 | +188.7% | 31,551 | +200.2% | 0.07% | +500.0% |
| Q2 2023 | $506,846 | +94.4% | 10,510 | +101.9% | 0.01% | 0.0% |
| Q1 2023 | $260,731 | +76360.7% | 5,206 | -23.3% | 0.01% | +22.2% |
| Q4 2022 | $341 | -99.8% | 6,790 | +110.5% | 0.01% | +125.0% |
| Q3 2022 | $161,000 | +544.0% | 3,226 | +542.6% | 0.00% | +300.0% |
| Q2 2022 | $25,000 | -50.0% | 502 | -49.9% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | – | 1,002 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |