DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,888 | +51.2% | 8,277 | +51.1% | 0.02% | +45.5% |
| Q2 2023 | $253,859 | +8.9% | 5,477 | +9.6% | 0.01% | 0.0% |
| Q1 2023 | $233,160 | +1.2% | 4,997 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $230,312 | +0.1% | 4,997 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $230,000 | +7.0% | 4,997 | +9.1% | 0.01% | +8.3% |
| Q2 2022 | $215,000 | – | 4,582 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |