DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,743,849 | -6.6% | 1,574,992 | +2.9% | 7.13% | -5.0% |
| Q2 2023 | $32,928,971 | +8.0% | 1,530,157 | +7.8% | 7.50% | +3.1% |
| Q1 2023 | $30,502,574 | +3248.6% | 1,419,385 | +3195.6% | 7.28% | +2518.7% |
| Q4 2022 | $910,909 | +155.2% | 43,069 | +148.3% | 0.28% | +129.8% |
| Q3 2022 | $357,000 | +3.5% | 17,343 | +16.1% | 0.12% | +5.2% |
| Q2 2022 | $345,000 | – | 14,935 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 619,879 | $13,339,797 | 10.89% |
| RAM Investment Partners, LLC | 1,140,023 | $24,533,292 | 10.26% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,530,157 | $32,928,971 | 7.50% |
| Rather & Kittrell, Inc. | 692,039 | $14,892,672 | 6.22% |
| Arista Wealth Management, LLC | 635,178 | $13,669,040 | 5.68% |
| ASSET PLANNING CORPORATION | 286,635 | $6,168,375 | 4.69% |
| Beaird Harris Wealth Management, LLC | 1,675,198 | $36,050,251 | 4.32% |
| Core Wealth Management, Inc. | 332,829 | $7,162,484 | 3.64% |
| Advisory Services & Investments, LLC | 193,924 | $4,173,245 | 3.45% |
| Relaxing Retirement Coach | 469,441 | $10,102,391 | 3.04% |