DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 176 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |