DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 137 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,076,798 | +2.7% | 106,393 | +13.2% | 1.41% | +1.4% |
| Q2 2023 | $2,021,782 | +14.0% | 93,949 | +13.9% | 1.39% | -1.6% |
| Q1 2023 | $1,773,223 | +16.1% | 82,514 | +14.3% | 1.41% | -3.7% |
| Q4 2022 | $1,527,486 | +235.7% | 72,222 | +226.4% | 1.46% | +257.9% |
| Q3 2022 | $455,000 | +58.5% | 22,124 | +78.0% | 0.41% | +45.6% |
| Q2 2022 | $287,000 | – | 12,430 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 1,497,672 | $31,675,770 | 5.92% |
| Rather & Kittrell, Inc. | 486,490 | $10,289,264 | 5.47% |
| Advisory Services & Investments, LLC | 239,951 | $5,074,964 | 5.05% |
| ASSET PLANNING CORPORATION | 247,837 | $5,241,762 | 4.36% |
| Core Wealth Management, Inc. | 283,301 | $5,991,813 | 3.38% |
| RAM Investment Partners, LLC | 259,294 | $5,484,070 | 3.37% |
| WPWealth LLP | 294,402 | $6,226,596 | 3.26% |
| SATOVSKY ASSET MANAGEMENT LLC | 319,227 | $6,751,619 | 2.80% |
| Relaxing Retirement Coach | 336,027 | $7,106,948 | 2.63% |
| Onyx Financial Advisors, LLC | 104,326 | $2,206,504 | 2.20% |