DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,195 | -3.4% | 27,895 | 0.0% | 0.39% | -1.3% |
| Q2 2023 | $650,232 | +1.1% | 27,895 | 0.0% | 0.39% | -4.9% |
| Q1 2023 | $643,259 | +6.8% | 27,895 | 0.0% | 0.41% | -0.2% |
| Q4 2022 | $602,532 | -2.8% | 27,895 | -15.0% | 0.41% | -14.9% |
| Q3 2022 | $620,000 | -11.9% | 32,816 | 0.0% | 0.48% | -4.5% |
| Q2 2022 | $704,000 | -8.7% | 32,816 | +6.1% | 0.51% | +3.7% |
| Q1 2022 | $771,000 | -4.5% | 30,916 | 0.0% | 0.49% | -1.6% |
| Q4 2021 | $807,000 | -1.3% | 30,916 | +0.7% | 0.50% | -7.1% |
| Q3 2021 | $818,000 | – | 30,716 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |