DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,296,276 | +15.4% | 190,776 | +19.5% | 3.10% | +17.8% |
Q2 2023 | $3,721,395 | +10.6% | 159,648 | +9.4% | 2.63% | +4.7% |
Q1 2023 | $3,364,200 | +26.3% | 145,889 | +18.3% | 2.52% | +24.4% |
Q4 2022 | $2,663,215 | +114.1% | 123,297 | +87.2% | 2.02% | +105.0% |
Q3 2022 | $1,244,000 | +99.7% | 65,860 | +126.8% | 0.99% | +106.7% |
Q2 2022 | $623,000 | +77.0% | 29,045 | +105.8% | 0.48% | +90.8% |
Q1 2022 | $352,000 | – | 14,110 | – | 0.25% | – |
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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% |