DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 102 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,172,640 | – | 453,933 | – | 3.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LAM GROUP, INC. | 183,130 | $4,467,511 | 4.59% |
| Forum Financial Management, LP | 3,722,160 | $90,803,204 | 2.99% |
| Abacus Wealth Partners, LLC | 190,207 | $4,640,157 | 1.65% |
| DIMENSIONAL FUND ADVISORS LP | 200,000 | $4,880,000 | 1.44% |
| Advisory Services & Investments, LLC | 52,712 | $1,285,924 | 1.28% |
| RETIREMENT GUYS FORMULA LLC | 53,972 | $1,316,663 | 1.08% |
| Cravens & Co Advisors, LLC | 20,518 | $500,543 | 0.46% |
| Cable Hill Partners, LLC | 105,921 | $2,583,970 | 0.46% |
| New Capital Management LP | 41,674 | $1,016,650 | 0.44% |
| RS CRUM INC. | 36,920 | $900,674 | 0.42% |