DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 229 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,763,670 | -2.6% | 547,562 | +0.5% | 5.14% | +0.8% |
| Q2 2023 | $13,100,159 | +2.6% | 544,705 | +0.6% | 5.10% | -1.3% |
| Q1 2023 | $12,766,941 | +9.3% | 541,201 | +4.0% | 5.17% | -1.8% |
| Q4 2022 | $11,683,204 | +23.8% | 520,178 | +12.6% | 5.26% | +8.3% |
| Q3 2022 | $9,440,000 | -6.4% | 461,826 | +7.7% | 4.86% | -2.4% |
| Q2 2022 | $10,087,000 | – | 428,703 | – | 4.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthstream Advisors, Inc. | 553,621 | $12,434,324 | 8.10% |
| Relaxing Retirement Coach | 893,645 | $20,071,317 | 7.43% |
| Cravens & Co Advisors, LLC | 336,325 | $7,553,860 | 6.99% |
| Advisory Services & Investments, LLC | 301,856 | $6,779,685 | 6.74% |
| AWM CAPITAL, LLC | 747,389 | $16,786,352 | 5.71% |
| BetterWealth, LLC | 520,178 | $11,683,204 | 5.26% |
| Hill Investment Group Partners, LLC | 911,183 | $20,465,163 | 4.95% |
| Syverson Strege & Co | 463,744 | $10,415,696 | 4.72% |
| HTG Investment Advisors, Inc. | 193,990 | $4,357,015 | 4.41% |
| Hassell Wealth Management, LLC | 230,458 | $5,547,118 | 4.16% |