DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,084,500 | +19.3% | 88,066 | +19.2% | 1.36% | +20.0% |
| Q2 2023 | $3,424,908 | +52.4% | 73,892 | +53.5% | 1.13% | +38.2% |
| Q1 2023 | $2,246,823 | +28.1% | 48,153 | +26.5% | 0.82% | +12.7% |
| Q4 2022 | $1,754,301 | +50.8% | 38,062 | +50.6% | 0.73% | +24.9% |
| Q3 2022 | $1,163,000 | -13.3% | 25,279 | -11.7% | 0.58% | -7.0% |
| Q2 2022 | $1,342,000 | – | 28,620 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |