DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 69 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,477 | -24.9% | 8,570 | -25.0% | 0.36% | -22.5% |
| Q2 2023 | $529,595 | -0.7% | 11,426 | 0.0% | 0.46% | -6.5% |
| Q1 2023 | $533,137 | +1.2% | 11,426 | 0.0% | 0.50% | -7.0% |
| Q4 2022 | $526,624 | +0.1% | 11,426 | 0.0% | 0.53% | -10.4% |
| Q3 2022 | $526,000 | -2.4% | 11,426 | -0.6% | 0.59% | +2.2% |
| Q2 2022 | $539,000 | -4.1% | 11,491 | -2.0% | 0.58% | +12.2% |
| Q1 2022 | $562,000 | -10.5% | 11,727 | -6.6% | 0.52% | -4.3% |
| Q4 2021 | $628,000 | – | 12,560 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |