DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 13 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,369,118 | -0.3% | 529,727 | +3.6% | 7.36% | +4.5% |
| Q2 2023 | $12,406,280 | +5.9% | 511,178 | +5.0% | 7.04% | +0.7% |
| Q1 2023 | $11,718,876 | +105.5% | 486,968 | +90.9% | 7.00% | +73.6% |
| Q4 2022 | $5,702,357 | +59.1% | 255,139 | +36.4% | 4.03% | +30.0% |
| Q3 2022 | $3,584,000 | +70.3% | 187,069 | +91.4% | 3.10% | +73.0% |
| Q2 2022 | $2,104,000 | +576.5% | 97,760 | +682.4% | 1.79% | +611.5% |
| Q1 2022 | $311,000 | – | 12,495 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |