DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 33 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,588,320 | +25.5% | 616,393 | +25.4% | 10.07% | +7.7% |
| Q2 2023 | $22,783,540 | -2.8% | 491,554 | -2.1% | 9.35% | -8.3% |
| Q1 2023 | $23,438,141 | +4.8% | 502,318 | +3.6% | 10.20% | +2.3% |
| Q4 2022 | $22,356,050 | -15.4% | 485,052 | -15.6% | 9.97% | -30.6% |
| Q3 2022 | $26,429,000 | -1.4% | 574,538 | +0.5% | 14.37% | -3.2% |
| Q2 2022 | $26,794,000 | +26.8% | 571,542 | +29.5% | 14.84% | +31.4% |
| Q1 2022 | $21,130,000 | +198.3% | 441,220 | +211.5% | 11.30% | +168.8% |
| Q4 2021 | $7,083,000 | – | 141,653 | – | 4.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 616,393 | $28,588,320 | 10.07% |
| Beaird Harris Wealth Management, LLC | 1,743,198 | $80,849,505 | 9.68% |
| RCS Financial Planning, LLC | 264,838 | $12,283,192 | 9.38% |
| Onyx Financial Advisors, LLC | 218,118 | $10,116,300 | 8.69% |
| Mattern Wealth Management LLC | 586,342 | $27,194,542 | 7.97% |
| RAM Investment Partners, LLC | 392,470 | $18,202,780 | 7.70% |
| Rather & Kittrell, Inc. | 367,829 | $17,059,909 | 6.88% |
| LEGACY FINANCIAL GROUP, INC. | 256,002 | $11,873,382 | 5.86% |
| Great Waters Wealth Management | 621,241 | $28,806,952 | 5.72% |
| Allegiance Financial Group Advisory Services LLC | 160,561 | $7,446,823 | 4.19% |