DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,736,240 | -2.8% | 121,503 | +0.6% | 1.54% | -1.1% |
| Q2 2023 | $2,815,941 | +1.3% | 120,804 | +0.2% | 1.56% | -6.0% |
| Q1 2023 | $2,779,039 | +5.8% | 120,513 | -0.9% | 1.66% | -2.1% |
| Q4 2022 | $2,627,867 | +10.6% | 121,660 | -3.3% | 1.69% | -2.0% |
| Q3 2022 | $2,377,000 | -13.7% | 125,840 | -2.0% | 1.73% | -14.6% |
| Q2 2022 | $2,753,000 | -13.9% | 128,406 | +0.1% | 2.02% | +0.1% |
| Q1 2022 | $3,199,000 | -3.2% | 128,232 | +1.3% | 2.02% | +2.6% |
| Q4 2021 | $3,305,000 | +1.5% | 126,578 | +0.6% | 1.97% | -6.2% |
| Q3 2021 | $3,257,000 | – | 125,852 | – | 2.10% | – |
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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% |