DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 86 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,243,977 | +14.2% | 52,555 | +17.6% | 0.02% | +18.8% |
| Q2 2023 | $1,088,852 | +13.9% | 44,680 | +9.3% | 0.02% | +6.7% |
| Q1 2023 | $955,990 | +78.3% | 40,895 | +72.5% | 0.02% | +66.7% |
| Q4 2022 | $536,083 | +2133.7% | 23,710 | +1961.7% | 0.01% | – |
| Q3 2022 | $24,000 | – | 1,150 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,530,822 | $36,234,547 | 7.08% |
| Asset Dedication, LLC | 1,978,383 | $46,856 | 3.99% |
| True Wealth Design, LLC | 449,347 | $10,636,039 | 3.56% |
| 3D/L Capital Management, LLC | 443,749 | $10,503,560 | 3.41% |
| Del-Sette Capital Management, LLC | 131,836 | $3,120,554 | 3.07% |
| Marquette Asset Management, LLC | 450,193 | $10,656,069 | 2.53% |
| BKA Wealth Consulting, Inc. | 55,600 | $1,316,052 | 2.19% |
| Opes Wealth Management LLC | 333,343 | $7,890,229 | 2.19% |
| LAM GROUP, INC. | 77,575 | $1,836,200 | 1.80% |
| MARYLAND CAPITAL ADVISORS INC. | 77,811 | $1,841,782 | 1.41% |