DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,336,489 | -3.9% | 103,752 | -0.5% | 0.84% | -4.5% |
| Q2 2023 | $2,430,109 | +4.2% | 104,252 | +3.1% | 0.88% | -1.0% |
| Q1 2023 | $2,331,558 | +0.6% | 101,108 | -5.7% | 0.89% | -10.2% |
| Q4 2022 | $2,316,535 | +3.3% | 107,247 | -9.7% | 0.99% | 0.0% |
| Q3 2022 | $2,243,000 | -16.1% | 118,749 | -4.8% | 0.99% | -14.5% |
| Q2 2022 | $2,673,000 | -19.2% | 124,694 | -1.6% | 1.16% | -24.6% |
| Q4 2021 | $3,308,000 | +6.7% | 126,692 | +5.8% | 1.54% | 0.0% |
| Q3 2021 | $3,099,000 | – | 119,748 | – | 1.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |