DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,464 | -4.0% | 43,360 | -0.6% | 0.28% | -2.8% |
| Q2 2023 | $1,016,895 | -1.6% | 43,625 | -2.6% | 0.29% | -7.6% |
| Q1 2023 | $1,033,338 | +6.8% | 44,811 | 0.0% | 0.31% | 0.0% |
| Q4 2022 | $967,914 | +5.4% | 44,811 | -7.8% | 0.31% | -6.8% |
| Q3 2022 | $918,000 | -11.5% | 48,607 | +0.5% | 0.34% | -10.4% |
| Q2 2022 | $1,037,000 | +231.3% | 48,389 | +285.3% | 0.38% | +268.6% |
| Q1 2022 | $313,000 | -4.6% | 12,558 | 0.0% | 0.10% | 0.0% |
| Q4 2021 | $328,000 | +14.7% | 12,558 | +13.7% | 0.10% | +7.4% |
| Q3 2021 | $286,000 | – | 11,043 | – | 0.10% | – |
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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% |