DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,865 | -1.2% | 20,420 | +2.3% | 0.15% | +10.4% |
| Q2 2023 | $465,500 | +3.7% | 19,970 | +2.6% | 0.14% | +13.4% |
| Q1 2023 | $449,018 | +9.6% | 19,472 | +2.7% | 0.12% | +8.2% |
| Q4 2022 | $409,716 | +21.2% | 18,968 | +5.9% | 0.11% | +10.0% |
| Q3 2022 | $338,000 | -7.7% | 17,917 | +5.0% | 0.10% | -2.0% |
| Q2 2022 | $366,000 | -3.2% | 17,057 | +12.6% | 0.10% | +9.7% |
| Q1 2022 | $378,000 | +29.9% | 15,145 | +36.0% | 0.09% | +36.8% |
| Q4 2021 | $291,000 | – | 11,140 | – | 0.07% | – |
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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% |