DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 185 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,395 | -1.3% | 69,301 | +1.9% | 0.58% | -0.3% |
| Q2 2023 | $1,636,246 | -0.2% | 68,035 | -2.1% | 0.58% | -3.9% |
| Q1 2023 | $1,639,139 | +17.4% | 69,484 | +11.8% | 0.61% | +7.8% |
| Q4 2022 | $1,395,829 | -25.7% | 62,147 | -32.4% | 0.56% | -31.0% |
| Q3 2022 | $1,879,000 | +41.6% | 91,945 | +63.0% | 0.82% | +43.9% |
| Q2 2022 | $1,327,000 | – | 56,398 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,091,777 | $25,755,023 | 14.13% |
| Kooman & Associates | 664,568 | $15,677,159 | 8.48% |
| Wealthstream Advisors, Inc. | 589,073 | $13,896,224 | 8.30% |
| Relaxing Retirement Coach | 952,146 | $22,461,083 | 7.48% |
| Cravens & Co Advisors, LLC | 338,371 | $7,982,172 | 7.45% |
| Advisory Services & Investments, LLC | 310,487 | $7,324,388 | 6.65% |
| Oakwell Private Wealth Management, LLC | 579,199 | $13,663,308 | 6.22% |
| AWM CAPITAL, LLC | 900,821 | $21,250,372 | 5.98% |
| Pinnacle Financial Group, LLC / IL | 407,131 | $9,604,217 | 5.73% |
| Hill Investment Group Partners, LLC | 1,189,457 | $28,059,292 | 5.52% |