DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,039,581 | +0.6% | 1,422,717 | +4.1% | 4.14% | -2.5% |
| Q2 2023 | $31,857,948 | -0.3% | 1,366,707 | -1.4% | 4.24% | -10.4% |
| Q1 2023 | $31,968,537 | +9.8% | 1,386,320 | +2.9% | 4.74% | +6.4% |
| Q4 2022 | $29,114,707 | +27.0% | 1,347,903 | +11.1% | 4.45% | +0.5% |
| Q3 2022 | $22,928,000 | -5.0% | 1,213,747 | +7.8% | 4.43% | -2.9% |
| Q2 2022 | $24,143,000 | -9.2% | 1,126,092 | +5.7% | 4.56% | -4.7% |
| Q1 2022 | $26,581,000 | +8.6% | 1,065,380 | +13.6% | 4.78% | +2.5% |
| Q4 2021 | $24,479,000 | -1.1% | 937,545 | -1.9% | 4.67% | -15.0% |
| Q3 2021 | $24,740,000 | – | 955,949 | – | 5.49% | – |
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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% |