DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 150 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,951,991 | +13.9% | 984,688 | +15.6% | 1.66% | +15.6% |
| Q2 2023 | $21,898,918 | +21.0% | 852,098 | +17.4% | 1.43% | +15.9% |
| Q1 2023 | $18,094,863 | +124263.3% | 725,827 | +23.6% | 1.24% | +20.8% |
| Q4 2022 | $14,550 | -99.8% | 587,387 | +58.8% | 1.02% | +63.9% |
| Q3 2022 | $8,062,000 | +132.8% | 369,975 | +141.0% | 0.62% | +138.2% |
| Q2 2022 | $3,463,000 | +456.8% | 153,505 | +535.7% | 0.26% | +523.8% |
| Q1 2022 | $622,000 | – | 24,149 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
| Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
| Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
| Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
| BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
| Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
| Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
| JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
| VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
| Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |