DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 79 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,704,343 | +24.2% | 42,855 | +29.1% | 0.35% | +4.8% |
| Q2 2023 | $1,371,769 | +1.6% | 33,207 | +5.4% | 0.33% | -12.9% |
| Q1 2023 | $1,349,802 | -24.0% | 31,517 | -26.9% | 0.38% | -37.1% |
| Q4 2022 | $1,775,469 | -1.7% | 43,136 | -1.1% | 0.60% | -1.0% |
| Q3 2022 | $1,806,000 | +24.3% | 43,616 | +32.1% | 0.61% | -14.3% |
| Q2 2022 | $1,453,000 | -27.1% | 33,029 | -20.8% | 0.71% | -42.0% |
| Q1 2022 | $1,992,000 | +136.3% | 41,718 | +145.7% | 1.23% | +91.4% |
| Q4 2021 | $843,000 | – | 16,978 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 143,484 | $6,311,000 | 5.13% |
| Hill Investment Group Partners, LLC | 397,370 | $17,478,320 | 4.88% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 354,734 | $15,603,000 | 4.82% |
| Silicon Hills Wealth Management, LLC | 88,214 | $3,880,000 | 2.84% |
| BetterWealth, LLC | 112,412 | $4,944,000 | 2.44% |
| Mattern Wealth Management LLC | 124,233 | $5,464,000 | 2.14% |
| WMG Financial Advisors, LLC | 55,736 | $2,454,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 73,370 | $3,227,000 | 1.40% |
| Shearwater Capital LLC | 23,145 | $1,018,000 | 1.10% |
| Global Trust Asset Management, LLC | 48,113 | $2,116,000 | 1.04% |