DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 52 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,256,930 | +3.5% | 31,605 | +8.0% | 0.42% | +5.5% |
| Q2 2023 | $1,214,844 | +15.8% | 29,261 | +19.4% | 0.40% | +8.4% |
| Q1 2023 | $1,049,286 | +21.1% | 24,500 | +16.4% | 0.37% | +19.8% |
| Q4 2022 | $866,459 | +52.0% | 21,051 | +55.2% | 0.31% | +38.1% |
| Q3 2022 | $570,000 | +52.4% | 13,568 | +59.5% | 0.22% | +46.7% |
| Q2 2022 | $374,000 | +7.2% | 8,506 | +16.2% | 0.15% | +33.3% |
| Q1 2022 | $349,000 | +59.4% | 7,323 | +60.7% | 0.11% | +48.1% |
| Q4 2021 | $219,000 | – | 4,558 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
| Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
| Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
| Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
| Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
| Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
| Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
| Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
| BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |