DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 79 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 | $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 ↓ |
|---|---|---|---|
| Chico Wealth RIA | 143,484 | $6,311,000 | 5.13% |
| Hill Investment Group Partners, LLC | 397,370 | $17,478,320 | 4.88% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 354,734 | $15,603,000 | 4.82% |
| Silicon Hills Wealth Management, LLC | 88,214 | $3,880,000 | 2.84% |
| BetterWealth, LLC | 112,412 | $4,944,000 | 2.44% |
| Mattern Wealth Management LLC | 124,233 | $5,464,000 | 2.14% |
| WMG Financial Advisors, LLC | 55,736 | $2,454,000 | 2.13% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 73,370 | $3,227,000 | 1.40% |
| Shearwater Capital LLC | 23,145 | $1,018,000 | 1.10% |
| Global Trust Asset Management, LLC | 48,113 | $2,116,000 | 1.04% |