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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,974 | -4.5% | 15,777 | +5.3% | 0.25% | +0.4% |
| Q2 2023 | $322,365 | -2.8% | 14,980 | -2.9% | 0.25% | -7.4% |
| Q1 2023 | $331,501 | -4.2% | 15,426 | -5.7% | 0.27% | -9.4% |
| Q4 2022 | $345,963 | +27.7% | 16,358 | +24.1% | 0.30% | +36.2% |
| Q3 2022 | $271,000 | -14.0% | 13,180 | -3.3% | 0.22% | -5.2% |
| Q2 2022 | $315,000 | – | 13,630 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 652,632 | $12,739,377 | 11.29% |
| RAM Investment Partners, LLC | 1,162,426 | $22,690,563 | 9.60% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,574,992 | $30,743,849 | 7.13% |
| Rather & Kittrell, Inc. | 788,590 | $15,393,272 | 6.21% |
| Arista Wealth Management, LLC | 688,260 | $13,434,834 | 5.26% |
| ASSET PLANNING CORPORATION | 301,547 | $5,886,198 | 4.53% |
| Beaird Harris Wealth Management, LLC | 1,668,420 | $32,567,551 | 3.90% |
| Core Wealth Management, Inc. | 358,196 | $6,991,982 | 3.62% |
| Pinnacle Financial Group, LLC / IL | 260,105 | $5,077,243 | 3.02% |
| Onyx Financial Advisors, LLC | 168,744 | $3,293,885 | 2.83% |