DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,573,051 | -6.7% | 80,587 | +2.9% | 0.96% | +6.2% |
Q2 2023 | $1,685,749 | +14.6% | 78,334 | +14.5% | 0.90% | +45.6% |
Q1 2023 | $1,470,620 | +25.0% | 68,433 | +23.1% | 0.62% | +7.7% |
Q4 2022 | $1,176,102 | +86.1% | 55,608 | +80.9% | 0.58% | +98.3% |
Q3 2022 | $632,000 | +155.9% | 30,735 | +187.4% | 0.29% | +158.9% |
Q2 2022 | $247,000 | – | 10,694 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Brown Financial Advisory | 652,632 | $12,739,377 | 11.29% |
RAM Investment Partners, LLC | 1,162,426 | $22,690,563 | 9.60% |
Elwood & Goetz Wealth Advisory Group, LLC | 1,574,992 | $30,743,849 | 7.13% |
Rather & Kittrell, Inc. | 788,590 | $15,393,272 | 6.21% |
Arista Wealth Management, LLC | 688,260 | $13,434,834 | 5.26% |
ASSET PLANNING CORPORATION | 301,547 | $5,886,198 | 4.53% |
Beaird Harris Wealth Management, LLC | 1,668,420 | $32,567,551 | 3.90% |
Core Wealth Management, Inc. | 358,196 | $6,991,982 | 3.62% |
Pinnacle Financial Group, LLC / IL | 260,105 | $5,077,243 | 3.02% |
Onyx Financial Advisors, LLC | 168,744 | $3,293,885 | 2.83% |