DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 86 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,773,536 | +12.5% | 74,928 | +15.8% | 0.64% | +13.5% |
| Q2 2023 | $1,576,640 | +21.6% | 64,696 | +16.6% | 0.56% | +17.0% |
| Q1 2023 | $1,296,953 | +14.4% | 55,481 | +10.7% | 0.48% | +5.0% |
| Q4 2022 | $1,133,633 | +263.3% | 50,139 | +230.4% | 0.46% | +237.5% |
| Q3 2022 | $312,000 | – | 15,174 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,530,822 | $36,234,547 | 7.08% |
| Asset Dedication, LLC | 1,978,383 | $46,856 | 3.99% |
| True Wealth Design, LLC | 449,347 | $10,636,039 | 3.56% |
| 3D/L Capital Management, LLC | 443,749 | $10,503,560 | 3.41% |
| Del-Sette Capital Management, LLC | 131,836 | $3,120,554 | 3.07% |
| Marquette Asset Management, LLC | 450,193 | $10,656,069 | 2.53% |
| BKA Wealth Consulting, Inc. | 55,600 | $1,316,052 | 2.19% |
| Opes Wealth Management LLC | 333,343 | $7,890,229 | 2.19% |
| LAM GROUP, INC. | 77,575 | $1,836,200 | 1.80% |
| MARYLAND CAPITAL ADVISORS INC. | 77,811 | $1,841,782 | 1.41% |