DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 91 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,562 | +4.8% | 95,846 | -0.1% | 0.21% | -49.4% |
| Q1 2024 | $2,444 | +1.6% | 95,895 | -0.5% | 0.41% | -5.1% |
| Q4 2023 | $2,406 | +57.0% | 96,409 | +46.7% | 0.43% | +77.5% |
| Q3 2023 | $1,532 | -1.6% | 65,740 | +1.5% | 0.24% | +22.6% |
| Q2 2023 | $1,557 | +0.1% | 64,748 | -1.8% | 0.20% | -29.7% |
| Q1 2023 | $1,556 | +9.0% | 65,942 | +3.7% | 0.28% | -12.7% |
| Q4 2022 | $1,428 | -99.8% | 63,563 | -93.2% | 0.32% | +50.7% |
| Q3 2022 | $935,000 | – | 934,891 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |