DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $735,479 | -14.1% | 32,659 | -11.1% | 0.16% | -15.2% |
Q2 2023 | $856,082 | +0.1% | 36,726 | -1.0% | 0.18% | -24.3% |
Q1 2023 | $855,421 | +7.0% | 37,095 | +0.2% | 0.24% | +0.8% |
Q4 2022 | $799,778 | -2.1% | 37,027 | -14.4% | 0.24% | -6.9% |
Q3 2022 | $817,000 | -10.9% | 43,263 | +1.1% | 0.26% | +2.8% |
Q2 2022 | $917,000 | -17.7% | 42,777 | +0.3% | 0.25% | -7.7% |
Q4 2021 | $1,114,000 | – | 42,667 | – | 0.27% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |