DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,067,618 | +8.4% | 43,719 | 0.0% | 0.92% | -0.9% |
| Q3 2023 | $984,552 | -3.4% | 43,719 | 0.0% | 0.93% | +1.2% |
| Q2 2023 | $1,019,090 | +1.1% | 43,719 | 0.0% | 0.92% | -2.1% |
| Q1 2023 | $1,008,160 | +6.8% | 43,719 | 0.0% | 0.94% | +0.9% |
| Q4 2022 | $944,330 | +14.3% | 43,719 | 0.0% | 0.93% | +9.4% |
| Q3 2022 | $826,000 | -11.8% | 43,719 | 0.0% | 0.85% | -7.0% |
| Q2 2022 | $937,000 | -14.1% | 43,719 | 0.0% | 0.91% | -5.5% |
| Q1 2022 | $1,091,000 | -4.5% | 43,719 | 0.0% | 0.96% | +1.7% |
| Q4 2021 | $1,142,000 | +1.0% | 43,719 | 0.0% | 0.95% | -6.2% |
| Q3 2021 | $1,131,000 | – | 43,719 | – | 1.01% | – |
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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% |