DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 360 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,327,089 | -3.9% | 58,928 | -0.5% | 0.02% | -26.1% |
| Q2 2023 | $1,381,121 | -51.8% | 59,251 | -52.3% | 0.02% | -53.1% |
| Q1 2023 | $2,864,715 | +25.6% | 124,229 | +17.6% | 0.05% | +11.4% |
| Q4 2022 | $2,280,821 | +14.3% | 105,596 | +0.1% | 0.04% | -2.2% |
| Q3 2022 | $1,996,000 | -5.8% | 105,457 | +6.7% | 0.04% | 0.0% |
| Q2 2022 | $2,119,000 | -17.9% | 98,817 | -4.5% | 0.04% | +28.6% |
| Q1 2022 | $2,581,000 | – | 103,454 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |