DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 50 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $281,042 | -16.2% | 12,408 | -12.2% | 0.29% | -8.9% |
| Q2 2023 | $335,494 | +5.4% | 14,132 | +4.9% | 0.31% | +10.6% |
| Q1 2023 | $318,384 | +10.6% | 13,474 | +4.0% | 0.28% | +8.0% |
| Q4 2022 | $287,923 | +4.3% | 12,952 | -5.0% | 0.26% | -0.4% |
| Q3 2022 | $276,000 | +71.4% | 13,634 | +97.1% | 0.26% | +76.0% |
| Q2 2022 | $161,000 | – | 6,916 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 2,463,387 | $55,795,728 | 6.56% |
| FISCHER INVESTMENT STRATEGIES, LLC | 106,310 | $2,407,930 | 2.44% |
| Fortress Wealth Management, Inc. | 121,717 | $2,756,885 | 1.78% |
| Applied Capital LLC | 61,042 | $1,382,594 | 0.85% |
| Symmetry Partners, LLC | 689,258 | $15,612 | 0.85% |
| RCS Financial Planning, LLC | 47,889 | $1,084,690 | 0.83% |
| Retirement Solution Inc. | 101,896 | $2,307,940 | 0.76% |
| Alpha Financial Advisors, LLC | 52,812 | $1,196,199 | 0.76% |
| Lodestone Wealth Management LLC | 34,021 | $793,026 | 0.56% |
| Schubert & Co | 12,408 | $281,042 | 0.29% |