DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,119,560 | -1.7% | 219,253 | +2.2% | 1.85% | -0.9% |
Q2 2023 | $5,208,195 | +1.8% | 214,594 | +0.9% | 1.86% | -2.1% |
Q1 2023 | $5,116,688 | +15.4% | 212,619 | +7.2% | 1.90% | +6.0% |
Q4 2022 | $4,434,436 | +26.8% | 198,409 | +8.7% | 1.80% | +17.8% |
Q3 2022 | $3,496,000 | +634.5% | 182,479 | +724.7% | 1.52% | +647.1% |
Q2 2022 | $476,000 | – | 22,127 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Syverson Strege & Co | 1,831,002 | $44,063,063 | 18.82% |
Relaxing Retirement Coach | 2,064,652 | $49,685,717 | 16.55% |
Summit Financial Strategies, Inc. | 3,310,579 | $79,669,096 | 15.70% |
Advisory Services & Investments, LLC | 674,233 | $16,225,412 | 14.73% |
Kooman & Associates | 1,072,415 | $25,807,667 | 13.96% |
Your Advocates Ltd., LLP | 1,055,495 | $25,405,755 | 13.94% |
WPWealth LLP | 1,240,769 | $29,859,104 | 13.79% |
Great Waters Wealth Management | 2,302,388 | $56,684,796 | 11.98% |
Alpha Financial Advisors, LLC | 681,440 | $16,398,861 | 11.38% |
AWM CAPITAL, LLC | 1,649,292 | $39,690,207 | 11.17% |