DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 69 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 | $3,145,121 | +2.9% | 67,812 | +2.8% | 1.36% | +3.7% |
| Q2 2023 | $3,057,663 | +93.6% | 65,969 | +94.8% | 1.31% | +68.0% |
| Q1 2023 | $1,579,768 | +30.6% | 33,857 | +29.0% | 0.78% | +15.4% |
| Q4 2022 | $1,209,678 | +38.9% | 26,246 | +38.7% | 0.68% | +17.6% |
| Q3 2022 | $871,000 | +2.0% | 18,924 | +3.9% | 0.57% | 0.0% |
| Q2 2022 | $854,000 | +245.7% | 18,217 | +268.4% | 0.57% | +270.3% |
| Q4 2021 | $247,000 | – | 4,945 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Valued Wealth Advisors LLC | 322,944 | $14,978,114 | 13.83% |
| RAM Investment Partners, LLC | 485,836 | $22,839,170 | 7.96% |
| Apella Capital, LLC | 742,797 | $34,837,173 | 1.94% |
| Pure Financial Advisors, LLC | 103,950 | $4,886,692 | 0.17% |
| Selective Wealth Management, Inc. | 5,435 | $254,902 | 0.13% |