DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 144 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,036,416 | -1.6% | 92,146 | -0.4% | 1.08% | -4.0% |
| Q1 2024 | $2,069,788 | +3.5% | 92,525 | +5.2% | 1.13% | -3.6% |
| Q4 2023 | $1,999,235 | +27.1% | 87,917 | +9.1% | 1.17% | +22.4% |
| 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 | 1,878,558 | $41,516,124 | 11.79% |
| Brown Financial Advisory | 591,991 | $13,083,002 | 10.06% |
| Fidato Wealth LLC | 389,815 | $8,614,907 | 7.61% |
| RAM Investment Partners, LLC | 1,183,418 | $26,153,545 | 7.59% |
| GREAT OAK CAPITAL PARTNERS, LLC | 744,463 | $17,844,788 | 6.71% |
| ASSET PLANNING CORPORATION | 334,373 | $7,389,643 | 5.53% |
| Rather & Kittrell, Inc. | 852,248 | $18,834,674 | 5.18% |
| Adero Partners, LLC | 2,949,526 | $65,184,530 | 4.75% |
| Vannoy Advisory Group, Inc. | 247,919 | $5,479,018 | 4.24% |
| Core Wealth Management, Inc. | 451,296 | $9,973,647 | 4.05% |