DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,609,361 | +7.6% | 89,407 | +11.2% | 2.71% | +2.5% |
| Q2 2023 | $3,354,675 | +8.8% | 80,390 | +10.8% | 2.65% | +2.5% |
| Q1 2023 | $3,083,205 | +55.8% | 72,546 | +52.2% | 2.58% | +38.8% |
| Q4 2022 | $1,978,511 | -70.9% | 47,652 | -69.5% | 1.86% | -69.9% |
| Q2 2022 | $6,807,000 | -8.6% | 156,061 | -2.8% | 6.17% | +19.0% |
| Q1 2022 | $7,450,000 | – | 160,559 | – | 5.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rise Advisors, LLC | 301,952 | $12,362,000 | 10.24% |
| BCR Wealth Strategies, LLC | 201,742 | $8,259,000 | 8.47% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 627,526 | $25,691,000 | 8.15% |
| BetterWealth, LLC | 327,052 | $13,390,000 | 6.89% |
| Relaxing Retirement Coach | 343,745 | $14,071,000 | 6.65% |
| Ullmann Wealth Partners Group, LLC | 546,469 | $22,372,000 | 6.17% |
| Spinnaker Investment Group, LLC | 377,556 | $15,473,000 | 6.06% |
| TRIAD FINANCIAL ADVISORS, INC. | 265,747 | $10,880,000 | 5.92% |
| Silicon Hills Wealth Management, LLC | 150,073 | $6,144,000 | 4.88% |
| Hill Investment Group Partners, LLC | 310,731 | $12,721,327 | 3.66% |