DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,446,707 | -2.5% | 153,051 | -0.1% | 2.19% | -5.6% |
| Q2 2023 | $3,534,729 | -9.2% | 153,154 | -9.2% | 2.32% | -5.5% |
| Q1 2023 | $3,891,265 | +4.9% | 168,745 | -1.7% | 2.45% | -4.2% |
| Q4 2022 | $3,708,635 | +14.1% | 171,696 | -0.2% | 2.56% | +5.0% |
| Q3 2022 | $3,251,000 | -11.7% | 172,078 | +0.2% | 2.44% | -8.4% |
| Q2 2022 | $3,681,000 | -13.8% | 171,666 | +0.3% | 2.66% | -7.8% |
| Q1 2022 | $4,272,000 | -3.9% | 171,223 | +0.5% | 2.89% | +0.8% |
| Q4 2021 | $4,447,000 | – | 170,314 | – | 2.86% | – |
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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% |