DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 319 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,973,890 | -1.2% | 442,890 | +2.3% | 5.15% | -34.2% |
| Q2 2023 | $10,091,728 | +6.3% | 432,936 | +5.2% | 7.83% | -7.0% |
| Q1 2023 | $9,492,081 | +15.0% | 411,625 | +7.7% | 8.42% | +2.0% |
| Q4 2022 | $8,253,983 | +15.9% | 382,129 | +1.3% | 8.25% | +2.7% |
| Q3 2022 | $7,123,000 | -11.2% | 377,104 | +0.8% | 8.03% | -7.9% |
| Q2 2022 | $8,025,000 | -14.6% | 374,278 | -0.7% | 8.72% | +2.3% |
| Q1 2022 | $9,402,000 | +2.2% | 376,840 | +6.0% | 8.53% | +6.7% |
| Q4 2021 | $9,201,000 | – | 355,532 | – | 7.99% | – |
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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% |