DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 181 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $984,637 | -0.1% | 38,857 | +1.3% | 1.00% | +8.8% |
Q2 2023 | $985,416 | +6.6% | 38,343 | +3.4% | 0.92% | +12.0% |
Q1 2023 | $924,530 | -2.5% | 37,085 | -3.1% | 0.82% | -4.7% |
Q4 2022 | $947,775 | +63.4% | 38,263 | +43.7% | 0.86% | +56.1% |
Q3 2022 | $580,000 | +13.9% | 26,620 | +18.1% | 0.55% | +16.6% |
Q2 2022 | $509,000 | +1354.3% | 22,541 | +1574.7% | 0.48% | +1150.0% |
Q1 2022 | $35,000 | – | 1,346 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |