DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 149 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,828 | -86.6% | 600 | -86.6% | 0.02% | -86.8% |
| Q2 2023 | $207,290 | -67.9% | 4,472 | -67.7% | 0.14% | -68.5% |
| Q1 2023 | $645,190 | +13.0% | 13,827 | +11.6% | 0.43% | +3.3% |
| Q4 2022 | $570,901 | +134.9% | 12,387 | +134.9% | 0.42% | +114.4% |
| Q3 2022 | $243,000 | +247.1% | 5,274 | +254.0% | 0.20% | +261.1% |
| Q2 2022 | $70,000 | – | 1,490 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |