DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,816 | -0.4% | 302,673 | +3.1% | 2.26% | +1.2% |
| Q2 2023 | $6,840 | +7.3% | 293,447 | +6.1% | 2.24% | +1.2% |
| Q1 2023 | $6,376 | -0.7% | 276,493 | -7.0% | 2.21% | -1.6% |
| Q4 2022 | $6,423 | -99.8% | 297,348 | +32.9% | 2.25% | +37.0% |
| Q3 2022 | $4,228,000 | -34.6% | 223,821 | -25.8% | 1.64% | -32.7% |
| Q2 2022 | $6,464,000 | -18.9% | 301,507 | -5.7% | 2.43% | -9.7% |
| Q1 2022 | $7,973,000 | +39.5% | 319,565 | +46.0% | 2.70% | +42.9% |
| Q4 2021 | $5,714,000 | +16.4% | 218,836 | +15.4% | 1.89% | +8.0% |
| Q3 2021 | $4,908,000 | – | 189,635 | – | 1.75% | – |
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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% |