DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 137 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 1,419,385 | $30,502,574 | 7.28% |
| Beaird Harris Wealth Management, LLC | 1,565,597 | $33,644,690 | 6.04% |
| Rather & Kittrell, Inc. | 605,794 | $13,018,513 | 5.92% |
| Advisory Services & Investments, LLC | 226,708 | $4,871,955 | 4.42% |
| ASSET PLANNING CORPORATION | 250,949 | $5,392,887 | 4.33% |
| RAM Investment Partners, LLC | 306,819 | $6,593,551 | 3.55% |
| Core Wealth Management, Inc. | 294,215 | $6,322,670 | 3.41% |
| Pinnacle Financial Group, LLC / IL | 226,589 | $4,869,388 | 2.91% |
| Bridgeworth, LLC | 1,052,428 | $22,616,673 | 2.85% |
| Litman Gregory Wealth Management LLC | 351,695 | $7,557,922 | 2.81% |