DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 136 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,722 | +5.5% | 11,831 | +5.4% | 0.20% | +6.5% |
| Q2 2023 | $520,325 | +5.8% | 11,226 | +6.5% | 0.19% | +1.6% |
| Q1 2023 | $491,750 | +7.0% | 10,539 | +5.7% | 0.18% | -1.6% |
| Q4 2022 | $459,609 | -37.6% | 9,972 | -37.7% | 0.19% | -42.1% |
| Q3 2022 | $736,000 | -38.8% | 16,001 | -37.6% | 0.32% | -37.7% |
| Q2 2022 | $1,202,000 | -78.3% | 25,636 | -76.8% | 0.52% | -78.0% |
| Q4 2021 | $5,533,000 | – | 110,664 | – | 2.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |