DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 120 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,627 | -2.4% | 15,658 | 0.0% | 0.47% | -2.7% |
| Q2 2023 | $745,791 | -29.2% | 15,658 | -28.1% | 0.48% | -29.5% |
| Q1 2023 | $1,052,639 | +1.1% | 21,787 | 0.0% | 0.68% | -5.5% |
| Q4 2022 | $1,041,636 | -1.9% | 21,787 | -4.3% | 0.72% | -14.1% |
| Q3 2022 | $1,062,000 | -5.7% | 22,766 | -2.8% | 0.84% | -0.1% |
| Q2 2022 | $1,126,000 | – | 23,433 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 273,972 | $13,049,302 | 9.92% |
| Rather & Kittrell, Inc. | 439,367 | $20,927,050 | 8.74% |
| Beaird Harris Wealth Management, LLC | 1,245,462 | $59,321,369 | 7.10% |
| MARYLAND CAPITAL ADVISORS INC. | 185,373 | $8,829,316 | 7.09% |
| First Ascent Asset Management, LLC | 887,288 | $42,261,519 | 5.63% |
| RAM Investment Partners, LLC | 275,011 | $13,098,774 | 5.48% |
| Compass Financial Group, Inc. | 167,778 | $7,991,266 | 4.88% |
| COLLECTIVE FAMILY OFFICE LLC | 232,820 | $11,089,217 | 4.34% |
| PBMares Wealth Management LLC | 240,679 | $11,463,541 | 4.10% |
| MBL Wealth, LLC | 592,400 | $28,216,012 | 3.98% |