DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 86 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 1,279,551 | $28,930,648 | 7.32% |
| Asset Dedication, LLC | 1,575,204 | $35,636 | 3.62% |
| 3D/L Capital Management, LLC | 507,844 | $11,482,361 | 3.09% |
| Verum Partners LLC | 90,042 | $2,035,860 | 2.50% |
| True Wealth Design, LLC | 236,061 | $5,337,334 | 2.47% |
| Opes Wealth Management LLC | 274,096 | $6,197,311 | 2.25% |
| LAM GROUP, INC. | 73,855 | $1,669,862 | 1.72% |
| MARYLAND CAPITAL ADVISORS INC. | 65,871 | $1,489,346 | 1.39% |
| SENTINEL TRUST CO LBA | 286,000 | $6,466 | 1.01% |
| RITHOLTZ WEALTH MANAGEMENT | 750,954 | $16,979,068 | 0.95% |