DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 206 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,832,656 | +29.6% | 78,621 | +33.7% | 1.18% | +29.1% |
| Q2 2023 | $1,414,453 | -1.1% | 58,813 | -3.0% | 0.91% | -1.6% |
| Q1 2023 | $1,430,545 | +19.3% | 60,642 | +13.6% | 0.93% | +11.6% |
| Q4 2022 | $1,198,780 | +35.0% | 53,374 | +22.8% | 0.83% | +18.2% |
| Q3 2022 | $888,000 | -64.1% | 43,456 | -58.7% | 0.70% | -62.0% |
| Q2 2022 | $2,475,000 | – | 105,164 | – | 1.85% | – |
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% |