DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 16 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,130,892 | +14.2% | 164,720 | +4.4% | 1.83% | +7.2% |
| Q3 2023 | $5,367,231 | -1.2% | 157,767 | +0.2% | 1.71% | -1.8% |
| Q2 2023 | $5,433,713 | +4.0% | 157,499 | +0.9% | 1.74% | -1.1% |
| Q1 2023 | $5,226,172 | +0.3% | 156,098 | +0.3% | 1.76% | -6.8% |
| Q4 2022 | $5,208,787 | +18.3% | 155,579 | +4.6% | 1.88% | +9.2% |
| Q3 2022 | $4,403,000 | – | 148,691 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McLean Asset Management Corp | 741,455 | $27,419,012 | 10.28% |
| Paragon Wealth Strategies, LLC | 773,935 | $28,805,844 | 7.93% |
| JUNCTURE WEALTH STRATEGIES, LLC | 298,683 | $11,116,964 | 5.05% |
| Symmetry Partners, LLC | 1,318,634 | $49,110 | 2.65% |
| Arden Trust Co | 338,779 | $12,609,358 | 1.85% |
| Versant Capital Management, Inc | 164,720 | $6,130,892 | 1.83% |
| Valued Wealth Advisors LLC | 44,929 | $1,528,481 | 1.41% |
| Apella Capital, LLC | 435,759 | $16,040,292 | 0.89% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 26,756 | $995,868 | 0.52% |
| RAM Investment Partners, LLC | 36,316 | $1,351,682 | 0.47% |