DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 49 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,077,071 | -0.8% | 346,507 | +2.4% | 7.10% | +5.7% |
| Q2 2023 | $8,138,464 | +11.1% | 338,398 | +9.0% | 6.72% | +1.1% |
| Q1 2023 | $7,324,388 | +8.0% | 310,487 | +2.9% | 6.65% | -1.4% |
| Q4 2022 | $6,779,685 | +3.6% | 301,856 | -5.8% | 6.74% | -2.4% |
| Q3 2022 | $6,547,000 | +10.0% | 320,284 | +26.7% | 6.91% | +21.6% |
| Q2 2022 | $5,950,000 | – | 252,879 | – | 5.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
| Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
| Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
| Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
| Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
| Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
| Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
| Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
| BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
| Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |