DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 144 filers reported holding DIMENSIONAL ETF TRUST in Q3 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 ↓ |
---|---|---|---|
Beaird Harris Wealth Management, LLC | 1,497,672 | $31,675,770 | 5.92% |
Rather & Kittrell, Inc. | 486,490 | $10,289,264 | 5.47% |
Advisory Services & Investments, LLC | 239,951 | $5,074,964 | 5.05% |
ASSET PLANNING CORPORATION | 247,837 | $5,241,762 | 4.36% |
Core Wealth Management, Inc. | 283,301 | $5,991,813 | 3.38% |
RAM Investment Partners, LLC | 259,294 | $5,484,070 | 3.37% |
WPWealth LLP | 294,402 | $6,226,596 | 3.26% |
SATOVSKY ASSET MANAGEMENT LLC | 319,227 | $6,751,619 | 2.80% |
Relaxing Retirement Coach | 336,027 | $7,106,948 | 2.63% |
Onyx Financial Advisors, LLC | 104,326 | $2,206,504 | 2.20% |