DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 107 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $43,708,839 | +0.2% | 901,027 | -4.0% | 4.90% | -13.0% |
| Q3 2023 | $43,604,805 | +3.2% | 938,343 | +5.8% | 5.63% | +0.0% |
| Q2 2023 | $42,261,519 | -0.6% | 887,288 | +0.9% | 5.63% | -10.6% |
| Q1 2023 | $42,500,158 | +1.7% | 879,647 | +0.7% | 6.30% | -1.4% |
| Q4 2022 | $41,774,543 | – | 873,762 | – | 6.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 243,449 | $11,629,543 | 8.70% |
| Rather & Kittrell, Inc. | 580,239 | $27,718,017 | 7.63% |
| Austin Wealth Management, LLC | 564,237 | $27,097,595 | 6.35% |
| RAM Investment Partners, LLC | 346,512 | $16,552,878 | 4.80% |
| MARYLAND CAPITAL ADVISORS INC. | 183,926 | $8,786,146 | 4.73% |
| Compass Financial Group, Inc. | 187,507 | $8,987,211 | 4.47% |
| PBMares Wealth Management LLC | 356,127 | $17,012,169 | 4.18% |
| Beaird Harris Wealth Management, LLC | 847,601 | $40,489,913 | 3.81% |
| MBL Wealth, LLC | 698,473 | $33,366,056 | 3.72% |
| Truepoint, Inc. | 2,590,947 | $123,769,538 | 3.53% |