DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 134 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 | $1,203,387 | -4.2% | 25,896 | -1.8% | 0.53% | -3.3% |
| Q2 2023 | $1,256,622 | +20.3% | 26,383 | +22.0% | 0.55% | +14.0% |
| Q1 2023 | $1,044,474 | -6.2% | 21,618 | -7.2% | 0.48% | -10.9% |
| Q4 2022 | $1,113,495 | +27.4% | 23,290 | +24.3% | 0.54% | +17.2% |
| Q3 2022 | $874,000 | -16.6% | 18,739 | -14.0% | 0.46% | -10.2% |
| Q2 2022 | $1,048,000 | -79.4% | 21,793 | -79.2% | 0.51% | -80.3% |
| Q1 2022 | $5,080,000 | – | 104,963 | – | 2.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
| Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
| MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
| Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
| Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
| First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
| RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
| Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
| PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
| MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |