DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 144 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 | $887,338 | -32.3% | 45,458 | -25.4% | 0.32% | -33.3% |
Q2 2023 | $1,310,760 | -33.4% | 60,909 | -33.5% | 0.49% | -41.0% |
Q1 2023 | $1,968,234 | +33.0% | 91,588 | +30.9% | 0.82% | +11.4% |
Q4 2022 | $1,479,708 | +84.0% | 69,963 | +79.0% | 0.74% | -3.1% |
Q3 2022 | $804,000 | +100.5% | 39,081 | +125.5% | 0.76% | +108.7% |
Q2 2022 | $401,000 | – | 17,331 | – | 0.37% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Elwood & Goetz Wealth Advisory Group, LLC | 1,419,385 | $30,502,574 | 7.28% |
Beaird Harris Wealth Management, LLC | 1,565,597 | $33,644,690 | 6.04% |
Rather & Kittrell, Inc. | 605,794 | $13,018,513 | 5.92% |
Advisory Services & Investments, LLC | 226,708 | $4,871,955 | 4.42% |
ASSET PLANNING CORPORATION | 250,949 | $5,392,887 | 4.33% |
RAM Investment Partners, LLC | 306,819 | $6,593,551 | 3.55% |
Core Wealth Management, Inc. | 294,215 | $6,322,670 | 3.41% |
Pinnacle Financial Group, LLC / IL | 226,589 | $4,869,388 | 2.91% |
Bridgeworth, LLC | 1,052,428 | $22,616,673 | 2.85% |
Litman Gregory Wealth Management LLC | 351,695 | $7,557,922 | 2.81% |