DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 34 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,305,704 | -5.8% | 32,831 | -2.1% | 1.00% | -3.2% |
| Q2 2023 | $1,385,662 | +4.5% | 33,543 | +6.9% | 1.03% | -0.2% |
| Q1 2023 | $1,325,451 | +11.0% | 31,364 | +8.1% | 1.04% | +2.7% |
| Q4 2022 | $1,194,504 | +23.3% | 29,021 | +21.8% | 1.01% | +12.0% |
| Q3 2022 | $969,000 | -6.9% | 23,834 | +5.6% | 0.90% | +6.6% |
| Q2 2022 | $1,041,000 | +83.9% | 22,570 | +90.5% | 0.84% | +97.4% |
| Q1 2022 | $566,000 | – | 11,847 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPA Asset Management LLC | 383,278 | $15,775,722 | 12.05% |
| Rather & Kittrell, Inc. | 387,994 | $15,969,833 | 8.49% |
| Five Oceans Advisors | 212,163 | $8,732,629 | 6.04% |
| Leading Edge Financial Planning LLC | 168,333 | $6,928,598 | 6.00% |
| Hill Investment Group Partners, LLC | 476,897 | $19,629,081 | 4.75% |
| Core Wealth Management, Inc. | 152,935 | $6,294,806 | 3.56% |
| Silicon Hills Wealth Management, LLC | 88,644 | $3,648,586 | 2.71% |
| TCP Asset Management, LLC | 78,886 | $3,246,927 | 2.54% |
| BetterWealth, LLC | 115,374 | $4,748,792 | 2.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 177,631 | $7,311,292 | 2.12% |