DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,647,550 | +0.1% | 1,138,879 | +3.6% | 5.24% | +1.9% |
Q2 2023 | $25,617,658 | +2.0% | 1,098,999 | +0.9% | 5.15% | -0.9% |
Q1 2023 | $25,118,108 | +8.7% | 1,089,250 | +1.8% | 5.19% | +1.6% |
Q4 2022 | $23,113,145 | +9.7% | 1,070,053 | -4.1% | 5.11% | +4.5% |
Q3 2022 | $21,074,000 | -1.6% | 1,115,591 | +11.7% | 4.89% | +2.9% |
Q2 2022 | $21,415,000 | -13.5% | 998,833 | +0.7% | 4.75% | -1.1% |
Q1 2022 | $24,753,000 | -3.6% | 992,110 | +0.8% | 4.81% | +1.0% |
Q4 2021 | $25,688,000 | – | 983,854 | – | 4.76% | – |
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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% |