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 | $1,393,522 | -13.2% | 61,879 | -10.1% | 0.47% | -10.8% |
| Q2 2023 | $1,604,554 | +40.8% | 68,835 | +39.3% | 0.53% | +28.4% |
| Q1 2023 | $1,139,429 | +7.0% | 49,411 | +0.2% | 0.41% | -1.4% |
| Q4 2022 | $1,064,744 | +20.3% | 49,294 | +5.2% | 0.42% | +6.6% |
| Q3 2022 | $885,000 | -18.1% | 46,846 | -7.1% | 0.39% | -9.7% |
| Q2 2022 | $1,081,000 | -14.7% | 50,435 | -0.7% | 0.43% | +1.4% |
| Q1 2022 | $1,267,000 | +9.9% | 50,793 | +15.1% | 0.43% | +9.7% |
| Q4 2021 | $1,153,000 | +5.5% | 44,147 | +4.5% | 0.39% | -2.5% |
| Q3 2021 | $1,093,000 | – | 42,227 | – | 0.40% | – |
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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% |