DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 150 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,644,059 | +16.0% | 183,269 | +17.7% | 0.06% | -10.8% |
| Q2 2023 | $4,002,791 | +14.8% | 155,750 | +11.3% | 0.06% | +10.2% |
| Q1 2023 | $3,487,926 | +33.8% | 139,908 | +32.9% | 0.06% | +15.7% |
| Q4 2022 | $2,606,817 | +64.7% | 105,240 | +44.5% | 0.05% | +45.7% |
| Q3 2022 | $1,583,000 | +183.7% | 72,824 | +194.6% | 0.04% | +191.7% |
| Q2 2022 | $558,000 | – | 24,723 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
| Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
| Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
| Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
| BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
| Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
| Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
| JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
| VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
| Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |