DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |