DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 100 filers reported holding DIMENSIONAL ETF TRUST in Q3 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 | 1,448,765 | $33,867,345 | 7.38% |
| Asset Dedication, LLC | 1,710,321 | $40,003 | 3.71% |
| 3D/L Capital Management, LLC | 496,323 | $11,602,404 | 3.08% |
| Del-Sette Capital Management, LLC | 129,990 | $3,038,737 | 2.99% |
| True Wealth Design, LLC | 276,451 | $6,462,519 | 2.71% |
| Opes Wealth Management LLC | 281,999 | $6,592,206 | 2.12% |
| Verum Partners LLC | 84,993 | $1,986,867 | 2.12% |
| LAM GROUP, INC. | 77,470 | $1,810,993 | 1.78% |
| MARYLAND CAPITAL ADVISORS INC. | 68,574 | $1,603,038 | 1.42% |
| SENTINEL TRUST CO LBA | 413,000 | $9,655 | 1.37% |