DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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. | 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% |