DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 379 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,600,492 | -0.9% | 115,475 | +2.6% | 2.45% | +3.8% |
Q2 2023 | $2,623,766 | +3.2% | 112,560 | +2.1% | 2.36% | +4.0% |
Q1 2023 | $2,541,622 | -12.1% | 110,218 | -17.7% | 2.27% | -14.0% |
Q4 2022 | $2,892,201 | +15.0% | 133,898 | +0.6% | 2.64% | +3.4% |
Q3 2022 | $2,515,000 | -9.1% | 133,156 | +3.1% | 2.55% | -4.2% |
Q2 2022 | $2,768,000 | -20.0% | 129,107 | -6.9% | 2.66% | -26.0% |
Q1 2022 | $3,459,000 | +14.6% | 138,655 | +19.9% | 3.60% | +9.6% |
Q4 2021 | $3,018,000 | – | 115,595 | – | 3.28% | – |
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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% |