DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 70 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,726,979 | +7.2% | 88,472 | +18.2% | 1.32% | +1.9% |
| Q2 2023 | $1,610,603 | +20.7% | 74,842 | +20.5% | 1.29% | +9.8% |
| Q1 2023 | $1,334,639 | +50.6% | 62,105 | +48.2% | 1.18% | +42.4% |
| Q4 2022 | $886,091 | +16.0% | 41,896 | +12.7% | 0.83% | +3.2% |
| Q3 2022 | $764,000 | +80.6% | 37,164 | +102.9% | 0.80% | +79.8% |
| Q2 2022 | $423,000 | +386.2% | 18,313 | +469.6% | 0.45% | +486.8% |
| Q1 2022 | $87,000 | – | 3,215 | – | 0.08% | – |
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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% |