DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,709,139 | -0.0% | 475,539 | +3.5% | 5.95% | -0.4% |
| Q2 2023 | $10,714,292 | +3.7% | 459,643 | +2.6% | 5.98% | -3.4% |
| Q1 2023 | $10,334,138 | +8.6% | 448,142 | +1.8% | 6.18% | +0.7% |
| Q4 2022 | $9,511,403 | +14.5% | 440,343 | +0.1% | 6.14% | +5.4% |
| Q3 2022 | $8,307,000 | -10.5% | 439,761 | +1.6% | 5.82% | -11.9% |
| Q2 2022 | $9,279,000 | -13.0% | 432,767 | +1.3% | 6.61% | -11.5% |
| Q1 2022 | $10,662,000 | -4.6% | 427,313 | -0.2% | 7.47% | -2.3% |
| Q4 2021 | $11,175,000 | -38.2% | 427,980 | -38.8% | 7.64% | +17.2% |
| Q3 2021 | $18,086,000 | – | 698,859 | – | 6.52% | – |
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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% |