DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 59 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,929,016 | +16.5% | 41,511 | +19.5% | 0.65% | +18.9% |
| Q2 2023 | $1,655,143 | +271.9% | 34,750 | +277.3% | 0.54% | +249.4% |
| Q1 2023 | $445,030 | +13.6% | 9,211 | +12.4% | 0.16% | +12.2% |
| Q4 2022 | $391,851 | +3.1% | 8,196 | +0.5% | 0.14% | -6.7% |
| Q3 2022 | $380,000 | +67.4% | 8,157 | +72.7% | 0.15% | +62.0% |
| Q2 2022 | $227,000 | – | 4,722 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 319,619 | $15,489,000 | 12.41% |
| Relaxing Retirement Coach | 190,219 | $9,218,000 | 4.73% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 104,963 | $5,080,000 | 2.60% |
| Landmark Wealth Management, LLC | 87,500 | $45,870,000 | 1.54% |
| Resonant Capital Advisors, LLC | 181,312 | $8,776,000 | 1.30% |
| Aveo Capital Partners, LLC | 63,674 | $3,086,000 | 0.54% |
| Diversified Portfolios, Inc. | 34,943 | $1,693,000 | 0.41% |
| COLLECTIVE FAMILY OFFICE LLC | 21,548 | $1,044,000 | 0.40% |
| Shearwater Capital LLC | 8,387 | $406,000 | 0.37% |
| FIRETHORN WEALTH PARTNERS, LLC | 8,111 | $393,000 | 0.30% |