DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 134 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,157,978 | -10.6% | 24,918 | -8.3% | 0.41% | -23.3% |
| Q2 2023 | $1,294,758 | -1.4% | 27,184 | +0.0% | 0.53% | -7.0% |
| Q1 2023 | $1,313,326 | +20.5% | 27,183 | +19.2% | 0.57% | +17.7% |
| Q4 2022 | $1,089,894 | +8.6% | 22,796 | +6.0% | 0.49% | -11.0% |
| Q3 2022 | $1,004,000 | +276.0% | 21,515 | +287.4% | 0.55% | +268.9% |
| Q2 2022 | $267,000 | -26.4% | 5,554 | -25.9% | 0.15% | -23.7% |
| Q1 2022 | $363,000 | – | 7,499 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
| Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
| MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
| Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
| Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
| First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
| RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
| Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
| PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
| MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |