DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 59 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,620 | -16.5% | 34,862 | -14.5% | 0.54% | -15.3% |
Q2 2023 | $1,941 | -8.4% | 40,755 | -7.0% | 0.64% | -13.5% |
Q1 2023 | $2,118 | -0.7% | 43,835 | -1.8% | 0.73% | -1.6% |
Q4 2022 | $2,133 | -99.9% | 44,624 | +20.3% | 0.75% | +11.3% |
Q3 2022 | $1,730,000 | +310.9% | 37,092 | +323.4% | 0.67% | +321.4% |
Q2 2022 | $421,000 | – | 8,760 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chico Wealth RIA | 319,619 | $15,489,000 | 12.41% |
Relaxing Retirement Coach | 190,219 | $9,218,000 | 4.73% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 104,963 | $5,080,000 | 2.60% |
Landmark Wealth Management, LLC | 87,500 | $45,870,000 | 1.54% |
Resonant Capital Advisors, LLC | 181,312 | $8,776,000 | 1.30% |
Aveo Capital Partners, LLC | 63,674 | $3,086,000 | 0.54% |
Diversified Portfolios, Inc. | 34,943 | $1,693,000 | 0.41% |
COLLECTIVE FAMILY OFFICE LLC | 21,548 | $1,044,000 | 0.40% |
Shearwater Capital LLC | 8,387 | $406,000 | 0.37% |
FIRETHORN WEALTH PARTNERS, LLC | 8,111 | $393,000 | 0.30% |