DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,950,030 | -2.8% | 486,236 | +0.6% | 8.60% | -0.1% |
| Q2 2023 | $11,264,617 | +9.0% | 483,253 | +7.9% | 8.61% | +3.2% |
| Q1 2023 | $10,330,314 | +6.0% | 447,975 | -0.7% | 8.35% | -3.9% |
| Q4 2022 | $9,748,915 | +7.2% | 451,339 | -6.3% | 8.69% | -6.2% |
| Q3 2022 | $9,098,000 | -10.1% | 481,643 | +2.0% | 9.27% | -3.6% |
| Q2 2022 | $10,122,000 | -12.5% | 472,102 | +1.8% | 9.62% | -8.6% |
| Q1 2022 | $11,571,000 | -3.3% | 463,771 | +1.2% | 10.52% | -0.5% |
| Q4 2021 | $11,967,000 | – | 458,317 | – | 10.57% | – |
Download | ||||||
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% |