DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,768,895 | +47.2% | 332,715 | +53.0% | 2.74% | +26.3% |
| Q2 2023 | $5,277,748 | +8.8% | 217,460 | +7.9% | 2.17% | +2.6% |
| Q1 2023 | $4,851,965 | -2.5% | 201,619 | -9.5% | 2.11% | -4.8% |
| Q4 2022 | $4,976,495 | +62.3% | 222,662 | +39.1% | 2.22% | +33.0% |
| Q3 2022 | $3,067,000 | +198.9% | 160,072 | +235.6% | 1.67% | +193.7% |
| Q2 2022 | $1,026,000 | – | 47,694 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |