DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356,577 | -12.5% | 15,065 | -9.9% | 0.00% | 0.0% |
| Q2 2023 | $407,632 | -58.1% | 16,727 | -59.8% | 0.00% | -50.0% |
| Q1 2023 | $972,442 | +10.1% | 41,599 | +6.5% | 0.00% | 0.0% |
| Q4 2022 | $883,000 | +238.3% | 39,076 | +207.7% | 0.00% | +100.0% |
| Q3 2022 | $261,000 | +6.5% | 12,698 | +20.8% | 0.00% | 0.0% |
| Q2 2022 | $245,000 | – | 10,514 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,279,551 | $28,930,648 | 7.32% |
| Asset Dedication, LLC | 1,575,204 | $35,636 | 3.62% |
| 3D/L Capital Management, LLC | 507,844 | $11,482,361 | 3.09% |
| Verum Partners LLC | 90,042 | $2,035,860 | 2.50% |
| True Wealth Design, LLC | 236,061 | $5,337,334 | 2.47% |
| Opes Wealth Management LLC | 274,096 | $6,197,311 | 2.25% |
| LAM GROUP, INC. | 73,855 | $1,669,862 | 1.72% |
| MARYLAND CAPITAL ADVISORS INC. | 65,871 | $1,489,346 | 1.39% |
| SENTINEL TRUST CO LBA | 286,000 | $6,466 | 1.01% |
| RITHOLTZ WEALTH MANAGEMENT | 750,954 | $16,979,068 | 0.95% |