DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 43 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $847,966 | +23.9% | 35,824 | +27.5% | 0.30% | +6.4% |
| Q2 2023 | $684,670 | +19.2% | 28,095 | +14.3% | 0.28% | +12.4% |
| Q1 2023 | $574,355 | -15.3% | 24,570 | -18.1% | 0.25% | -17.2% |
| Q4 2022 | $677,950 | +25.3% | 29,985 | +13.8% | 0.30% | +2.7% |
| Q3 2022 | $541,000 | – | 26,344 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,448,765 | $33,867,345 | 7.38% |
| Asset Dedication, LLC | 1,710,321 | $40,003 | 3.71% |
| 3D/L Capital Management, LLC | 496,323 | $11,602,404 | 3.08% |
| Del-Sette Capital Management, LLC | 129,990 | $3,038,737 | 2.99% |
| True Wealth Design, LLC | 276,451 | $6,462,519 | 2.71% |
| Opes Wealth Management LLC | 281,999 | $6,592,206 | 2.12% |
| Verum Partners LLC | 84,993 | $1,986,867 | 2.12% |
| LAM GROUP, INC. | 77,470 | $1,810,993 | 1.78% |
| MARYLAND CAPITAL ADVISORS INC. | 68,574 | $1,603,038 | 1.42% |
| SENTINEL TRUST CO LBA | 413,000 | $9,655 | 1.37% |