DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 79 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 | 409,061 | $16,268,356 | 11.41% |
| Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
| Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
| Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
| Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
| Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
| Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
| Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
| BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |