DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,805,271 | -4.0% | 1,900,766 | -0.7% | 13.52% | -1.3% |
| Q2 2023 | $44,611,699 | -20.4% | 1,913,843 | -21.3% | 13.69% | +11.9% |
| Q1 2023 | $56,044,600 | +33.2% | 2,430,382 | +24.7% | 12.24% | +9.6% |
| Q4 2022 | $42,087,513 | +6.7% | 1,948,496 | -6.7% | 11.17% | -8.1% |
| Q3 2022 | $39,456,000 | -14.2% | 2,088,729 | -2.6% | 12.16% | -10.1% |
| Q2 2022 | $45,991,000 | -11.3% | 2,145,127 | +3.2% | 13.52% | -1.7% |
| Q1 2022 | $51,851,000 | -3.3% | 2,078,219 | +1.2% | 13.76% | -0.3% |
| Q4 2021 | $53,623,000 | – | 2,053,758 | – | 13.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |