DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 3 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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 ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
| Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
| MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
| Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
| Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
| First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
| RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
| Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
| PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
| MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |