DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $13,366,997 | +13.0% | 547,379 | +4.2% | 6.98% | -0.9% |
| Q3 2023 | $11,831,243 | +22.6% | 525,366 | +26.9% | 7.04% | +4.5% |
| Q2 2023 | $9,646,602 | +1.7% | 413,840 | +0.6% | 6.74% | -6.2% |
| Q1 2023 | $9,481,766 | +9.3% | 411,178 | +2.3% | 7.18% | -0.0% |
| Q4 2022 | $8,678,337 | +14.1% | 401,775 | -0.2% | 7.18% | +2.4% |
| Q3 2022 | $7,604,000 | -22.5% | 402,569 | -12.0% | 7.02% | -22.0% |
| Q2 2022 | $9,808,000 | -20.9% | 457,496 | -8.0% | 8.99% | -1.2% |
| Q1 2022 | $12,401,000 | +2.9% | 497,067 | +7.7% | 9.10% | +0.7% |
| Q4 2021 | $12,048,000 | – | 461,450 | – | 9.04% | – |
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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% |