DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,960 | -8.2% | 23,666 | +1.2% | 0.30% | -8.6% |
| Q2 2023 | $503,353 | -37.8% | 23,390 | -37.9% | 0.32% | -38.2% |
| Q1 2023 | $809,657 | +11.3% | 37,676 | +9.6% | 0.52% | +4.2% |
| Q4 2022 | $727,285 | +59.5% | 34,387 | +55.0% | 0.50% | +39.7% |
| Q3 2022 | $456,000 | +15.4% | 22,182 | +29.7% | 0.36% | +22.0% |
| Q2 2022 | $395,000 | – | 17,097 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 1,497,672 | $31,675,770 | 5.92% |
| Rather & Kittrell, Inc. | 486,490 | $10,289,264 | 5.47% |
| Advisory Services & Investments, LLC | 239,951 | $5,074,964 | 5.05% |
| ASSET PLANNING CORPORATION | 247,837 | $5,241,762 | 4.36% |
| Core Wealth Management, Inc. | 283,301 | $5,991,813 | 3.38% |
| RAM Investment Partners, LLC | 259,294 | $5,484,070 | 3.37% |
| WPWealth LLP | 294,402 | $6,226,596 | 3.26% |
| SATOVSKY ASSET MANAGEMENT LLC | 319,227 | $6,751,619 | 2.80% |
| Relaxing Retirement Coach | 336,027 | $7,106,948 | 2.63% |
| Onyx Financial Advisors, LLC | 104,326 | $2,206,504 | 2.20% |