DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 163 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,461,569 | -1.0% | 53,074 | -1.0% | 0.86% | -5.3% |
| Q2 2023 | $2,485,195 | +0.1% | 53,618 | +0.8% | 0.91% | -4.8% |
| Q1 2023 | $2,482,224 | +11.6% | 53,198 | +10.2% | 0.96% | +3.2% |
| Q4 2022 | $2,224,140 | -3.9% | 48,256 | -4.1% | 0.93% | -17.7% |
| Q3 2022 | $2,314,000 | +100.9% | 50,313 | +104.9% | 1.13% | +103.2% |
| Q2 2022 | $1,152,000 | -75.7% | 24,559 | -74.1% | 0.56% | -74.1% |
| Q4 2021 | $4,737,000 | – | 94,740 | – | 2.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |