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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 1,091,777 | $25,755,023 | 14.13% |
Kooman & Associates | 664,568 | $15,677,159 | 8.48% |
Wealthstream Advisors, Inc. | 589,073 | $13,896,224 | 8.30% |
Relaxing Retirement Coach | 952,146 | $22,461,083 | 7.48% |
Cravens & Co Advisors, LLC | 338,371 | $7,982,172 | 7.45% |
Advisory Services & Investments, LLC | 310,487 | $7,324,388 | 6.65% |
Oakwell Private Wealth Management, LLC | 579,199 | $13,663,308 | 6.22% |
AWM CAPITAL, LLC | 900,821 | $21,250,372 | 5.98% |
Pinnacle Financial Group, LLC / IL | 407,131 | $9,604,217 | 5.73% |
Hill Investment Group Partners, LLC | 1,189,457 | $28,059,292 | 5.52% |