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 | $26,737,002 | +1.2% | 1,187,256 | +4.7% | 4.32% | +1.4% |
| Q2 2023 | $26,421,730 | +8.1% | 1,133,493 | +7.0% | 4.26% | +0.4% |
| Q1 2023 | $24,434,197 | +16.1% | 1,059,592 | +8.8% | 4.24% | +9.5% |
| Q4 2022 | $21,042,613 | +68.9% | 974,195 | +47.7% | 3.88% | +46.6% |
| Q3 2022 | $12,455,000 | +40.0% | 659,354 | +58.9% | 2.65% | +44.5% |
| Q2 2022 | $8,897,000 | +696.5% | 414,980 | +869.7% | 1.83% | +793.2% |
| Q4 2021 | $1,117,000 | +2.2% | 42,793 | +1.4% | 0.20% | -10.9% |
| Q3 2021 | $1,093,000 | – | 42,218 | – | 0.23% | – |
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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% |