DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 136 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $498,817 | -0.4% | 10,755 | -0.0% | 0.17% | +1.8% |
Q2 2023 | $500,580 | +3.1% | 10,758 | +3.4% | 0.16% | -3.5% |
Q1 2023 | $485,590 | +1.5% | 10,407 | +0.3% | 0.17% | +0.6% |
Q4 2022 | $478,277 | +2.4% | 10,377 | +5.2% | 0.17% | -7.1% |
Q3 2022 | $467,000 | -21.8% | 9,863 | -21.0% | 0.18% | -5.7% |
Q1 2022 | $597,000 | -12.3% | 12,487 | -9.2% | 0.19% | -18.8% |
Q4 2021 | $681,000 | – | 13,755 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |