DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 90 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,935,187 | +17.4% | 168,820 | +21.1% | 2.40% | +5.7% |
| Q2 2023 | $3,351,358 | +28.4% | 139,350 | +26.0% | 2.28% | +21.0% |
| Q1 2023 | $2,609,894 | +23.1% | 110,636 | +17.2% | 1.88% | +11.6% |
| Q4 2022 | $2,120,642 | +60.9% | 94,419 | +46.5% | 1.68% | +34.0% |
| Q3 2022 | $1,318,000 | +0.7% | 64,460 | +15.8% | 1.26% | +5.0% |
| Q2 2022 | $1,309,000 | – | 55,643 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
| Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
| Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
| Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
| Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
| Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
| Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
| Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
| BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
| Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |