DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 1 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Five Oceans Advisors | 212,163 | $8,624,000 | 6.82% |
| Hill Investment Group Partners, LLC | 406,555 | $16,526,461 | 4.76% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 292,169 | $11,877,000 | 3.77% |
| Silicon Hills Wealth Management, LLC | 92,399 | $3,756,000 | 2.98% |
| BetterWealth, LLC | 114,141 | $4,640,000 | 2.39% |
| WMG Financial Advisors, LLC | 62,683 | $2,547,000 | 2.29% |
| Mattern Wealth Management LLC | 123,284 | $5,011,000 | 2.01% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 83,151 | $3,380,000 | 1.49% |
| DRIVE WEALTH MANAGEMENT, LLC | 29,404 | $1,195,000 | 1.14% |
| Shearwater Capital LLC | 23,897 | $972,000 | 1.10% |