DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,197,629 | +11.6% | 186,396 | +15.5% | 2.18% | +13.3% |
| Q2 2023 | $3,760,820 | +2.7% | 161,339 | +1.6% | 1.92% | -8.6% |
| Q1 2023 | $3,660,426 | +0.3% | 158,735 | -6.0% | 2.10% | -6.0% |
| Q4 2022 | $3,648,084 | +16.3% | 168,893 | +1.7% | 2.24% | +2.8% |
| Q3 2022 | $3,137,000 | -8.0% | 166,090 | +4.5% | 2.18% | -6.1% |
| Q2 2022 | $3,410,000 | -16.8% | 158,936 | -3.3% | 2.32% | -6.8% |
| Q1 2022 | $4,098,000 | -0.9% | 164,314 | +3.6% | 2.49% | -5.9% |
| Q4 2021 | $4,134,000 | – | 158,644 | – | 2.65% | – |
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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% |