DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,657,899 | -2.2% | 118,024 | +1.2% | 1.10% | -2.7% |
Q2 2023 | $2,717,853 | -0.6% | 116,596 | -1.6% | 1.13% | -5.8% |
Q1 2023 | $2,733,646 | +6.0% | 118,545 | -0.7% | 1.20% | -12.8% |
Q4 2022 | $2,579,393 | -21.9% | 119,416 | -31.7% | 1.37% | -34.9% |
Q3 2022 | $3,304,000 | +14.5% | 174,895 | +29.9% | 2.11% | +16.7% |
Q2 2022 | $2,886,000 | -31.7% | 134,609 | -20.6% | 1.80% | -36.2% |
Q1 2022 | $4,227,000 | -1.0% | 169,434 | +3.6% | 2.83% | +3.4% |
Q4 2021 | $4,270,000 | – | 163,536 | – | 2.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |