DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 34 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,400,031 | +0.4% | 35,203 | +4.3% | 1.05% | -0.6% |
| Q2 2023 | $1,394,295 | +5.6% | 33,752 | +9.5% | 1.06% | -0.4% |
| Q1 2023 | $1,319,959 | +51.4% | 30,820 | +45.5% | 1.06% | +25.8% |
| Q4 2022 | $871,645 | +13.2% | 21,177 | +11.9% | 0.84% | +4.8% |
| Q3 2022 | $770,000 | -9.7% | 18,932 | -2.4% | 0.80% | +4.4% |
| Q2 2022 | $853,000 | -9.7% | 19,396 | -2.0% | 0.77% | +4.0% |
| Q1 2022 | $945,000 | – | 19,793 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
| Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
| Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
| Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
| Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
| Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
| Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
| Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
| BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |