DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 96 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,796,710 | +23.1% | 540,626 | +26.7% | 0.16% | -6.5% |
| Q2 2023 | $10,398,779 | +25.2% | 426,705 | +20.1% | 0.17% | +19.7% |
| Q1 2023 | $8,304,781 | +67.4% | 355,255 | +61.9% | 0.14% | +47.9% |
| Q4 2022 | $4,961,230 | +99.2% | 219,423 | +80.9% | 0.10% | +71.4% |
| Q3 2022 | $2,491,000 | +112.0% | 121,322 | +140.7% | 0.06% | +124.0% |
| Q2 2022 | $1,175,000 | – | 50,404 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,279,551 | $28,930,648 | 7.32% |
| Asset Dedication, LLC | 1,575,204 | $35,636 | 3.62% |
| 3D/L Capital Management, LLC | 507,844 | $11,482,361 | 3.09% |
| Verum Partners LLC | 90,042 | $2,035,860 | 2.50% |
| True Wealth Design, LLC | 236,061 | $5,337,334 | 2.47% |
| Opes Wealth Management LLC | 274,096 | $6,197,311 | 2.25% |
| LAM GROUP, INC. | 73,855 | $1,669,862 | 1.72% |
| MARYLAND CAPITAL ADVISORS INC. | 65,871 | $1,489,346 | 1.39% |
| SENTINEL TRUST CO LBA | 286,000 | $6,466 | 1.01% |
| RITHOLTZ WEALTH MANAGEMENT | 750,954 | $16,979,068 | 0.95% |