DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $779,162 | -20.3% | 16,767 | -18.3% | 0.47% | -9.4% |
Q2 2023 | $977,796 | +24.8% | 20,529 | +26.6% | 0.52% | +58.5% |
Q1 2023 | $783,621 | +19.7% | 16,219 | +18.5% | 0.33% | +3.1% |
Q4 2022 | $654,423 | +469.1% | 13,688 | +454.6% | 0.32% | +503.8% |
Q3 2022 | $115,000 | +296.6% | 2,468 | +305.9% | 0.05% | +307.7% |
Q2 2022 | $29,000 | -50.0% | 608 | -50.0% | 0.01% | +8.3% |
Q1 2022 | $58,000 | – | 1,216 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |