DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 100 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Heritage Financial Services, LLC | 1,530,822 | $36,234,547 | 7.08% |
Asset Dedication, LLC | 1,978,383 | $46,856 | 3.99% |
True Wealth Design, LLC | 449,347 | $10,636,039 | 3.56% |
3D/L Capital Management, LLC | 443,749 | $10,503,560 | 3.41% |
Del-Sette Capital Management, LLC | 131,836 | $3,120,554 | 3.07% |
Marquette Asset Management, LLC | 450,193 | $10,656,069 | 2.53% |
BKA Wealth Consulting, Inc. | 55,600 | $1,316,052 | 2.19% |
Opes Wealth Management LLC | 333,343 | $7,890,229 | 2.19% |
LAM GROUP, INC. | 77,575 | $1,836,200 | 1.80% |
MARYLAND CAPITAL ADVISORS INC. | 77,811 | $1,841,782 | 1.41% |