DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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 ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |