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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 619,879 | $13,339,797 | 10.89% |
| RAM Investment Partners, LLC | 1,140,023 | $24,533,292 | 10.26% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,530,157 | $32,928,971 | 7.50% |
| Rather & Kittrell, Inc. | 692,039 | $14,892,672 | 6.22% |
| Arista Wealth Management, LLC | 635,178 | $13,669,040 | 5.68% |
| ASSET PLANNING CORPORATION | 286,635 | $6,168,375 | 4.69% |
| Beaird Harris Wealth Management, LLC | 1,675,198 | $36,050,251 | 4.32% |
| Core Wealth Management, Inc. | 332,829 | $7,162,484 | 3.64% |
| Advisory Services & Investments, LLC | 193,924 | $4,173,245 | 3.45% |
| Relaxing Retirement Coach | 469,441 | $10,102,391 | 3.04% |