DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 43 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,841,782 | +0.1% | 77,811 | +3.1% | 1.41% | -4.8% |
| Q2 2023 | $1,839,575 | +14.8% | 75,485 | +10.1% | 1.48% | +4.3% |
| Q1 2023 | $1,603,038 | +7.6% | 68,574 | +4.1% | 1.42% | +1.8% |
| Q4 2022 | $1,489,346 | +86.4% | 65,871 | +69.3% | 1.39% | +65.8% |
| Q3 2022 | $799,000 | +125.7% | 38,916 | +156.3% | 0.84% | +124.3% |
| Q2 2022 | $354,000 | – | 15,185 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,530,822 | $36,234,547 | 7.08% |
| Asset Dedication, LLC | 1,978,383 | $46,856 | 3.99% |
| True Wealth Design, LLC | 449,347 | $10,636,039 | 3.56% |
| 3D/L Capital Management, LLC | 443,749 | $10,503,560 | 3.41% |
| Del-Sette Capital Management, LLC | 131,836 | $3,120,554 | 3.07% |
| Marquette Asset Management, LLC | 450,193 | $10,656,069 | 2.53% |
| BKA Wealth Consulting, Inc. | 55,600 | $1,316,052 | 2.19% |
| Opes Wealth Management LLC | 333,343 | $7,890,229 | 2.19% |
| LAM GROUP, INC. | 77,575 | $1,836,200 | 1.80% |
| MARYLAND CAPITAL ADVISORS INC. | 77,811 | $1,841,782 | 1.41% |