DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 149 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,143,218 | +12.3% | 110,893 | +12.2% | 1.73% | +20.8% |
Q2 2023 | $4,580,678 | +19.3% | 98,828 | +20.1% | 1.43% | +14.3% |
Q1 2023 | $3,838,859 | +2.3% | 82,273 | +1.1% | 1.25% | -3.8% |
Q4 2022 | $3,750,804 | +572.2% | 81,380 | +570.4% | 1.30% | +435.0% |
Q3 2022 | $558,000 | – | 12,139 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |