DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,427,254 | -3.6% | 30,713 | -1.2% | 1.29% | -0.4% |
| Q2 2023 | $1,481,012 | +32.2% | 31,094 | +34.1% | 1.30% | +24.4% |
| Q1 2023 | $1,120,681 | +19.7% | 23,195 | +18.5% | 1.04% | +10.0% |
| Q4 2022 | $936,117 | +35.7% | 19,580 | +32.4% | 0.95% | +21.4% |
| Q3 2022 | $690,000 | +35.8% | 14,788 | +39.8% | 0.78% | +42.4% |
| Q2 2022 | $508,000 | +25.1% | 10,577 | +26.1% | 0.55% | +46.3% |
| Q1 2022 | $406,000 | +66.4% | 8,387 | +73.0% | 0.37% | +78.1% |
| Q4 2021 | $244,000 | – | 4,849 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
| Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
| MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
| Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
| Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
| First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
| RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
| Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
| PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
| MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |