DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,619,795 | -2.8% | 205,142 | +0.6% | 3.54% | -0.1% |
| Q2 2023 | $4,754,740 | +6.7% | 203,979 | +7.1% | 3.55% | +1.8% |
| Q1 2023 | $4,457,635 | +24.4% | 190,416 | +14.8% | 3.48% | +15.1% |
| Q4 2022 | $3,582,891 | +47.2% | 165,875 | +28.7% | 3.03% | +33.7% |
| Q3 2022 | $2,434,000 | +5.3% | 128,869 | +23.4% | 2.26% | +20.7% |
| Q2 2022 | $2,311,000 | +35.8% | 104,431 | +53.1% | 1.88% | +45.6% |
| Q1 2022 | $1,702,000 | +124.2% | 68,211 | +134.7% | 1.29% | +126.8% |
| Q4 2021 | $759,000 | – | 29,067 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |