DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,453,621 | -0.4% | 64,548 | +3.1% | 0.02% | +12.5% |
| Q2 2023 | $1,459,323 | -15.0% | 62,605 | -15.9% | 0.02% | -23.8% |
| Q1 2023 | $1,716,247 | +310.8% | 74,425 | +284.8% | 0.02% | +40.0% |
| Q4 2022 | $417,787 | -30.8% | 19,342 | -39.5% | 0.02% | -37.5% |
| Q3 2022 | $604,000 | -14.7% | 31,967 | -3.2% | 0.02% | -14.3% |
| Q2 2022 | $708,000 | -0.8% | 33,017 | +15.4% | 0.03% | +12.0% |
| Q1 2022 | $714,000 | +48.4% | 28,622 | +55.3% | 0.02% | +56.2% |
| Q4 2021 | $481,000 | – | 18,430 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |