DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 474 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,269,078 | -1.4% | 66,698 | 0.0% | 0.32% | +2.2% |
Q2 2023 | $2,301,093 | +3.0% | 66,698 | 0.0% | 0.31% | -5.4% |
Q1 2023 | $2,233,061 | +0.5% | 66,698 | +0.5% | 0.33% | -14.7% |
Q4 2022 | $2,222,603 | +13.1% | 66,386 | 0.0% | 0.39% | 0.0% |
Q3 2022 | $1,966,000 | -6.3% | 66,386 | 0.0% | 0.39% | -7.2% |
Q2 2022 | $2,098,000 | – | 66,386 | – | 0.42% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McLean Asset Management Corp | 741,455 | $27,419,012 | 10.28% |
Paragon Wealth Strategies, LLC | 773,935 | $28,805,844 | 7.93% |
JUNCTURE WEALTH STRATEGIES, LLC | 298,683 | $11,116,964 | 5.05% |
Symmetry Partners, LLC | 1,318,634 | $49,110 | 2.65% |
Arden Trust Co | 338,779 | $12,609,358 | 1.85% |
Versant Capital Management, Inc | 164,720 | $6,130,892 | 1.83% |
Valued Wealth Advisors LLC | 44,929 | $1,528,481 | 1.41% |
Apella Capital, LLC | 435,759 | $16,040,292 | 0.89% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 26,756 | $995,868 | 0.52% |
RAM Investment Partners, LLC | 36,316 | $1,351,682 | 0.47% |