DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 67 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,013 | -18.2% | 9,126 | -15.8% | 0.22% | -10.9% |
| Q2 2023 | $264,099 | +8.7% | 10,837 | +4.3% | 0.25% | +13.8% |
| Q1 2023 | $242,978 | +91.2% | 10,394 | +84.9% | 0.22% | +87.1% |
| Q4 2022 | $127,068 | +5.0% | 5,620 | -4.4% | 0.12% | 0.0% |
| Q3 2022 | $121,000 | +39.1% | 5,879 | +58.2% | 0.12% | +43.2% |
| Q2 2022 | $87,000 | – | 3,716 | – | 0.08% | – |
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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% |