DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 163 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $24,077,776 | +5.7% | 519,477 | +6.5% | 13.59% | -0.5% |
| Q1 2023 | $22,769,007 | +1030.6% | 487,977 | +1016.8% | 13.66% | +813.0% |
| Q4 2022 | $2,013,810 | +6.0% | 43,693 | +5.8% | 1.50% | -0.8% |
| Q3 2022 | $1,900,000 | +2.8% | 41,304 | +4.7% | 1.51% | +11.5% |
| Q2 2022 | $1,849,000 | +177.2% | 39,436 | +183.3% | 1.35% | +217.6% |
| Q1 2022 | $667,000 | +191.3% | 13,919 | +203.5% | 0.43% | +200.0% |
| Q4 2021 | $229,000 | – | 4,586 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |