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 | $608,688 | -3.4% | 27,029 | 0.0% | 0.54% | +2.9% |
Q2 2023 | $630,041 | +0.7% | 27,029 | -0.4% | 0.52% | -8.5% |
Q1 2023 | $625,797 | +13.6% | 27,138 | +6.4% | 0.57% | +3.6% |
Q4 2022 | $550,926 | -12.0% | 25,506 | -23.1% | 0.55% | -17.1% |
Q3 2022 | $626,000 | -8.9% | 33,163 | +3.5% | 0.66% | +0.8% |
Q2 2022 | $687,000 | +4.6% | 32,042 | +21.7% | 0.66% | +23.3% |
Q1 2022 | $657,000 | -0.2% | 26,334 | +4.5% | 0.53% | +26.4% |
Q4 2021 | $658,000 | +7.2% | 25,202 | +6.2% | 0.42% | +4.5% |
Q3 2021 | $614,000 | – | 23,741 | – | 0.40% | – |
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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% |