DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 87 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,010,961 | -3.9% | 64,063 | -3.8% | 1.49% | -9.0% |
| Q1 2024 | $3,132,535 | +15.0% | 66,593 | +15.0% | 1.64% | +1.3% |
| Q4 2023 | $2,723,054 | +12.4% | 57,925 | +10.9% | 1.61% | +0.1% |
| Q3 2023 | $2,422,288 | +9.2% | 52,227 | +9.1% | 1.61% | +6.5% |
| Q2 2023 | $2,219,099 | +16.5% | 47,877 | +17.3% | 1.51% | +7.6% |
| Q1 2023 | $1,905,268 | -1.7% | 40,833 | -2.9% | 1.41% | -5.3% |
| Q4 2022 | $1,938,000 | -2.2% | 42,040 | -2.4% | 1.48% | -8.6% |
| Q3 2022 | $1,982,000 | – | 43,085 | – | 1.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2,000,410 | $94,019,273 | 12.69% |
| Planning Center, Inc. | 1,972,246 | $92,695,562 | 12.11% |
| Valued Wealth Advisors LLC | 348,894 | $16,398,018 | 11.26% |
| Grunden Financial Advisory, Inc. | 449,385 | $21,121,117 | 11.03% |
| Signature Resources Capital Management, LLC | 271,041 | $12,738,922 | 10.59% |
| Beaird Harris Wealth Management, LLC | 2,371,759 | $111,472,661 | 10.49% |
| WPWealth LLP | 886,132 | $41,648,216 | 10.06% |
| Keyes, Stange & Wooten Wealth Management, LLC | 279,202 | $13,122,503 | 9.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,079,668 | $50,744,403 | 8.70% |
| Onyx Financial Advisors, LLC | 306,417 | $14,401,616 | 8.63% |