DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 233 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $424,095 | +20.4% | 16,991 | +12.4% | 0.13% | +9.2% |
| Q3 2023 | $352,284 | +24.0% | 15,113 | +27.9% | 0.12% | +26.6% |
| Q2 2023 | $284,103 | +2.5% | 11,813 | +0.5% | 0.09% | -6.0% |
| Q1 2023 | $277,253 | +3.4% | 11,753 | -1.5% | 0.10% | -4.8% |
| Q4 2022 | $268,015 | – | 11,933 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |