DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 97 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,922,983 | +22.7% | 82,355 | +27.5% | 0.20% | +17.9% |
Q2 2023 | $1,567,307 | +12.6% | 64,578 | +11.7% | 0.17% | 0.0% |
Q1 2023 | $1,391,372 | +23.2% | 57,817 | +14.4% | 0.17% | +1.2% |
Q4 2022 | $1,129,354 | +33.0% | 50,530 | +14.0% | 0.17% | -11.9% |
Q3 2022 | $849,000 | – | 44,306 | – | 0.19% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |