DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 14 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,066,188 | +27.8% | 400,281 | +33.9% | 0.11% | -2.6% |
Q2 2023 | $7,095,090 | +38.3% | 298,872 | +37.7% | 0.12% | +33.3% |
Q1 2023 | $5,129,917 | +95.3% | 217,095 | +83.7% | 0.09% | +70.6% |
Q4 2022 | $2,627,228 | +85.0% | 118,182 | +68.6% | 0.05% | +59.4% |
Q3 2022 | $1,420,000 | +180.6% | 70,107 | +223.7% | 0.03% | +190.9% |
Q2 2022 | $506,000 | – | 21,655 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 2,463,387 | $55,795,728 | 6.56% |
FISCHER INVESTMENT STRATEGIES, LLC | 106,310 | $2,407,930 | 2.44% |
Fortress Wealth Management, Inc. | 121,717 | $2,756,885 | 1.78% |
Applied Capital LLC | 61,042 | $1,382,594 | 0.85% |
Symmetry Partners, LLC | 689,258 | $15,612 | 0.85% |
RCS Financial Planning, LLC | 47,889 | $1,084,690 | 0.83% |
Retirement Solution Inc. | 101,896 | $2,307,940 | 0.76% |
Alpha Financial Advisors, LLC | 52,812 | $1,196,199 | 0.76% |
Lodestone Wealth Management LLC | 34,021 | $793,026 | 0.56% |
Schubert & Co | 12,408 | $281,042 | 0.29% |