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 | $577,877 | +2.6% | 25,660 | +6.3% | 0.60% | +8.2% |
| Q2 2023 | $563,000 | +1.6% | 24,135 | +0.5% | 0.55% | -3.3% |
| Q1 2023 | $554,000 | +8.0% | 24,020 | +1.1% | 0.57% | -3.4% |
| Q4 2022 | $513,000 | +14.5% | 23,757 | +0.3% | 0.59% | -12.6% |
| Q3 2022 | $448,000 | +6.9% | 23,692 | +21.2% | 0.68% | +8.0% |
| Q2 2022 | $419,000 | -13.1% | 19,552 | +1.3% | 0.62% | -43.3% |
| Q1 2022 | $482,000 | -3.8% | 19,310 | +0.7% | 1.10% | +80.7% |
| Q4 2021 | $501,000 | +4.8% | 19,177 | +3.8% | 0.61% | -57.2% |
| Q3 2021 | $478,000 | – | 18,479 | – | 1.42% | – |
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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% |