DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,177 | -4.4% | 18,910 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $432,276 | -2.2% | 18,910 | -1.2% | 0.05% | -7.8% |
| Q1 2023 | $441,906 | +1.5% | 19,147 | 0.0% | 0.05% | -12.1% |
| Q4 2022 | $435,205 | +0.7% | 19,147 | -15.3% | 0.06% | -17.1% |
| Q3 2022 | $432,000 | -13.1% | 22,611 | -3.4% | 0.07% | -5.4% |
| Q2 2022 | $497,000 | -31.4% | 23,396 | -15.7% | 0.07% | -16.9% |
| Q4 2021 | $724,000 | +1.5% | 27,740 | +0.7% | 0.09% | -1.1% |
| Q3 2021 | $713,000 | – | 27,540 | – | 0.09% | – |
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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% |