DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 98 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,318 | +2.8% | 698,863 | +6.8% | 5.19% | +2.2% |
| Q2 2023 | $15,879 | +10.2% | 654,270 | +9.3% | 5.07% | +5.7% |
| Q1 2023 | $14,403 | +28.8% | 598,413 | +19.6% | 4.80% | -14.1% |
| Q4 2022 | $11,181 | -99.7% | 500,303 | +119.7% | 5.59% | +73.3% |
| Q3 2022 | $4,363,000 | +77.1% | 227,737 | +98.8% | 3.22% | +57.5% |
| Q2 2022 | $2,464,000 | +44.9% | 114,532 | +67.8% | 2.05% | +35.2% |
| Q1 2022 | $1,700,000 | – | 68,250 | – | 1.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |