DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 87 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,396 | +2.3% | 157,357 | +2.4% | 0.60% | -50.7% |
| Q1 2024 | $7,232 | -3.9% | 153,744 | -4.0% | 1.22% | -10.3% |
| Q4 2023 | $7,528 | +4.6% | 160,141 | +3.2% | 1.36% | +18.1% |
| Q3 2023 | $7,199 | +3.0% | 155,220 | +3.0% | 1.15% | +28.4% |
| Q2 2023 | $6,987 | +0.3% | 150,749 | +1.0% | 0.89% | -29.5% |
| Q1 2023 | $6,963 | +2.8% | 149,227 | +1.5% | 1.27% | -17.6% |
| Q4 2022 | $6,773 | -99.7% | 146,955 | -93.9% | 1.54% | +175.4% |
| Q3 2022 | $2,427,000 | +100.9% | 2,426,751 | +9320.3% | 0.56% | +201.6% |
| Q2 2022 | $1,208,000 | +17157.1% | 25,761 | -91.8% | 0.18% | +516.7% |
| Q1 2022 | $7,000 | – | 312,865 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |