DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 61 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,033,483 | -4.1% | 25,986 | -0.4% | 0.93% | -0.8% |
Q2 2023 | $1,077,988 | -1.3% | 26,095 | +2.3% | 0.94% | -7.2% |
Q1 2023 | $1,092,531 | +4.1% | 25,510 | +0.6% | 1.02% | -4.2% |
Q4 2022 | $1,049,610 | +8.0% | 25,357 | +6.1% | 1.06% | -3.5% |
Q3 2022 | $972,000 | -4.5% | 23,897 | +3.2% | 1.10% | +0.1% |
Q2 2022 | $1,018,000 | -1.6% | 23,145 | +6.8% | 1.10% | +15.0% |
Q1 2022 | $1,035,000 | +131.0% | 21,670 | +140.0% | 0.95% | +147.2% |
Q4 2021 | $448,000 | – | 9,031 | – | 0.39% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |