DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,070,428 | -4.1% | 91,937 | -0.8% | 0.87% | 0.0% |
Q2 2023 | $2,159,398 | +6.4% | 92,638 | +5.2% | 0.87% | +0.3% |
Q1 2023 | $2,030,024 | +15.6% | 88,032 | +8.3% | 0.86% | +8.1% |
Q4 2022 | $1,755,447 | +33.3% | 81,271 | +16.6% | 0.80% | +26.9% |
Q3 2022 | $1,317,000 | +14.4% | 69,707 | +29.8% | 0.63% | +13.9% |
Q2 2022 | $1,151,000 | -8.1% | 53,697 | +7.0% | 0.55% | +4.2% |
Q1 2022 | $1,252,000 | -0.7% | 50,191 | +3.9% | 0.53% | +1.0% |
Q4 2021 | $1,261,000 | +9.3% | 48,313 | +8.3% | 0.52% | -0.8% |
Q3 2021 | $1,154,000 | – | 44,609 | – | 0.53% | – |
Download |
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% |