DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,872,742 | -1.3% | 509,341 | +1.8% | 5.31% | +3.1% |
| Q2 2023 | $12,032,637 | +2.5% | 500,318 | +0.6% | 5.15% | +2.8% |
| Q1 2023 | $11,735,057 | +12.7% | 497,459 | +7.3% | 5.01% | +6.1% |
| Q4 2022 | $10,415,696 | +23.6% | 463,744 | +12.4% | 4.72% | +10.4% |
| Q3 2022 | $8,429,000 | -7.3% | 412,401 | +6.7% | 4.28% | +27.9% |
| Q2 2022 | $9,097,000 | – | 386,598 | – | 3.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,091,777 | $25,755,023 | 14.13% |
| Kooman & Associates | 664,568 | $15,677,159 | 8.48% |
| Wealthstream Advisors, Inc. | 589,073 | $13,896,224 | 8.30% |
| Relaxing Retirement Coach | 952,146 | $22,461,083 | 7.48% |
| Cravens & Co Advisors, LLC | 338,371 | $7,982,172 | 7.45% |
| Advisory Services & Investments, LLC | 310,487 | $7,324,388 | 6.65% |
| Oakwell Private Wealth Management, LLC | 579,199 | $13,663,308 | 6.22% |
| AWM CAPITAL, LLC | 900,821 | $21,250,372 | 5.98% |
| Pinnacle Financial Group, LLC / IL | 407,131 | $9,604,217 | 5.73% |
| Hill Investment Group Partners, LLC | 1,189,457 | $28,059,292 | 5.52% |