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 | $381,782 | -1.4% | 16,953 | +2.0% | 0.01% | -6.7% |
| Q2 2023 | $387,343 | -9.1% | 16,617 | -10.1% | 0.02% | -16.7% |
| Q1 2023 | $426,288 | +2.3% | 18,486 | -4.1% | 0.02% | -10.0% |
| Q4 2022 | $416,578 | -26.0% | 19,286 | -35.3% | 0.02% | -33.3% |
| Q3 2022 | $563,000 | -10.8% | 29,818 | +1.3% | 0.03% | -9.1% |
| Q2 2022 | $631,000 | -14.3% | 29,441 | -0.2% | 0.03% | -2.9% |
| Q1 2022 | $736,000 | -4.9% | 29,500 | -0.5% | 0.03% | -2.9% |
| Q4 2021 | $774,000 | – | 29,646 | – | 0.04% | – |
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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% |