DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,202,540 | +8.5% | 1,978,696 | +12.8% | 9.40% | -8.5% |
| Q2 2023 | $42,573,554 | +7.3% | 1,754,164 | +6.4% | 10.28% | -8.0% |
| Q1 2023 | $39,690,207 | +26.7% | 1,649,292 | +17.7% | 11.17% | +4.8% |
| Q4 2022 | $31,322,948 | +0.9% | 1,401,474 | +1.0% | 10.66% | +1.6% |
| Q3 2022 | $31,054,000 | – | 1,388,197 | – | 10.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |