DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 185 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,473,773 | +23.8% | 149,025 | +27.7% | 0.03% | +21.4% |
Q2 2023 | $2,805,962 | +7.0% | 116,672 | +4.9% | 0.03% | 0.0% |
Q1 2023 | $2,623,137 | +20.1% | 111,197 | +14.4% | 0.03% | +47.4% |
Q4 2022 | $2,183,269 | -99.6% | 97,207 | +94.3% | 0.02% | +280.0% |
Q3 2022 | $511,511,000 | – | 50,032 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 1,091,777 | $25,755,023 | 14.13% |
Kooman & Associates | 664,568 | $15,677,159 | 8.48% |
Wealthstream Advisors, Inc. | 589,073 | $13,896,224 | 8.30% |
Relaxing Retirement Coach | 952,146 | $22,461,083 | 7.48% |
Cravens & Co Advisors, LLC | 338,371 | $7,982,172 | 7.45% |
Advisory Services & Investments, LLC | 310,487 | $7,324,388 | 6.65% |
Oakwell Private Wealth Management, LLC | 579,199 | $13,663,308 | 6.22% |
AWM CAPITAL, LLC | 900,821 | $21,250,372 | 5.98% |
Pinnacle Financial Group, LLC / IL | 407,131 | $9,604,217 | 5.73% |
Hill Investment Group Partners, LLC | 1,189,457 | $28,059,292 | 5.52% |