DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 235 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,381,650 | +17.1% | 1,129,835 | +21.7% | 6.62% | +17.0% |
| Q2 2023 | $22,535,351 | +14.9% | 928,527 | +13.9% | 5.66% | +5.8% |
| Q1 2023 | $19,619,474 | +16.5% | 815,270 | +8.2% | 5.35% | +6.7% |
| Q4 2022 | $16,835,301 | +40.2% | 753,257 | +20.2% | 5.01% | +23.5% |
| Q3 2022 | $12,008,000 | – | 626,728 | – | 4.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |