DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 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 | $4,483,177 | +1.1% | 96,662 | +1.1% | 0.91% | -14.8% |
| Q2 2023 | $4,433,206 | +15.1% | 95,646 | +15.9% | 1.07% | -1.3% |
| Q1 2023 | $3,851,318 | +19.6% | 82,540 | +18.2% | 1.08% | -1.1% |
| Q4 2022 | $3,219,817 | +2.3% | 69,859 | +2.3% | 1.10% | +3.1% |
| Q3 2022 | $3,147,000 | +125.9% | 68,291 | +129.9% | 1.06% | +55.6% |
| Q2 2022 | $1,393,000 | +19.5% | 29,704 | +22.0% | 0.68% | -4.9% |
| Q1 2022 | $1,166,000 | +81.6% | 24,341 | +89.6% | 0.72% | +47.1% |
| Q4 2021 | $642,000 | – | 12,837 | – | 0.49% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |