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 | $1,094,818 | -0.8% | 48,615 | +2.7% | 0.10% | +1.0% |
| Q2 2023 | $1,103,724 | -0.4% | 47,350 | -1.5% | 0.10% | +6.5% |
| Q1 2023 | $1,108,252 | +14.5% | 48,059 | +7.2% | 0.09% | +1.1% |
| Q4 2022 | $968,105 | +139.0% | 44,820 | +108.9% | 0.09% | +91.7% |
| Q3 2022 | $405,000 | -12.0% | 21,458 | +0.1% | 0.05% | -9.4% |
| Q2 2022 | $460,000 | -30.3% | 21,435 | -18.9% | 0.05% | -20.9% |
| Q1 2022 | $660,000 | -4.3% | 26,437 | +0.0% | 0.07% | -4.3% |
| Q4 2021 | $690,000 | +0.9% | 26,436 | +0.1% | 0.07% | +2.9% |
| Q3 2021 | $684,000 | – | 26,417 | – | 0.07% | – |
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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% |