DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 366 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,523,810 | +1.4% | 689,334 | +5.0% | 14.03% | +4.8% |
| Q2 2023 | $15,307,036 | +9.4% | 656,672 | +8.2% | 13.38% | +3.0% |
| Q1 2023 | $13,989,907 | +10.5% | 606,674 | +4.5% | 13.00% | +1.6% |
| Q4 2022 | $12,659,245 | +20.9% | 580,400 | +5.7% | 12.79% | +8.2% |
| Q3 2022 | $10,470,000 | -13.2% | 549,335 | -1.5% | 11.82% | -9.0% |
| Q2 2022 | $12,057,000 | -10.3% | 557,434 | +4.4% | 12.99% | +4.8% |
| Q1 2022 | $13,447,000 | -0.8% | 534,050 | +3.7% | 12.39% | +6.1% |
| Q4 2021 | $13,556,000 | – | 515,218 | – | 11.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |