DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 72 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,442,060 | -13.7% | 36,260 | -10.4% | 0.52% | -14.4% |
| Q2 2023 | $1,671,758 | -11.0% | 40,469 | -7.7% | 0.61% | -15.5% |
| Q1 2023 | $1,877,487 | -10.5% | 43,838 | -14.0% | 0.72% | -20.2% |
| Q4 2022 | $2,098,618 | -37.9% | 50,987 | -38.7% | 0.90% | -39.9% |
| Q3 2022 | $3,380,000 | +4.7% | 83,151 | +13.3% | 1.49% | +6.7% |
| Q2 2022 | $3,227,000 | – | 73,370 | – | 1.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPA Asset Management LLC | 383,278 | $15,775,722 | 12.05% |
| Rather & Kittrell, Inc. | 387,994 | $15,969,833 | 8.49% |
| Five Oceans Advisors | 212,163 | $8,732,629 | 6.04% |
| Leading Edge Financial Planning LLC | 168,333 | $6,928,598 | 6.00% |
| Hill Investment Group Partners, LLC | 476,897 | $19,629,081 | 4.75% |
| Core Wealth Management, Inc. | 152,935 | $6,294,806 | 3.56% |
| Silicon Hills Wealth Management, LLC | 88,644 | $3,648,586 | 2.71% |
| TCP Asset Management, LLC | 78,886 | $3,246,927 | 2.54% |
| BetterWealth, LLC | 115,374 | $4,748,792 | 2.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 177,631 | $7,311,292 | 2.12% |