DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 34 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,639,582 | +5.7% | 368,106 | +9.8% | 1.44% | +4.0% |
| Q2 2023 | $13,854,610 | +13.3% | 335,382 | +17.5% | 1.38% | +4.1% |
| Q1 2023 | $12,227,543 | +28.2% | 285,503 | +23.2% | 1.33% | +16.4% |
| Q4 2022 | $9,537,474 | +70.2% | 231,717 | +68.1% | 1.14% | +43.3% |
| Q3 2022 | $5,603,000 | +86.3% | 137,831 | +101.6% | 0.80% | +53.3% |
| Q2 2022 | $3,007,000 | +55.7% | 68,375 | +69.1% | 0.52% | +68.8% |
| Q1 2022 | $1,931,000 | +193000.0% | 40,437 | +139337.9% | 0.31% | – |
| Q4 2021 | $1,000 | – | 29 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPA Asset Management LLC | 383,278 | $15,775,722 | 12.05% |
| Rather & Kittrell, Inc. | 387,994 | $15,969,833 | 8.49% |
| Five Oceans Advisors | 212,163 | $8,732,629 | 6.04% |
| Leading Edge Financial Planning LLC | 168,333 | $6,928,598 | 6.00% |
| Hill Investment Group Partners, LLC | 476,897 | $19,629,081 | 4.75% |
| Core Wealth Management, Inc. | 152,935 | $6,294,806 | 3.56% |
| Silicon Hills Wealth Management, LLC | 88,644 | $3,648,586 | 2.71% |
| TCP Asset Management, LLC | 78,886 | $3,246,927 | 2.54% |
| BetterWealth, LLC | 115,374 | $4,748,792 | 2.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 177,631 | $7,311,292 | 2.12% |