DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 136 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,290,122 | +4.7% | 48,726 | +4.8% | 1.28% | +1.9% |
| Q1 2024 | $2,187,736 | -5.7% | 46,508 | -5.7% | 1.25% | -10.1% |
| Q4 2023 | $2,319,520 | -4.1% | 49,341 | -5.4% | 1.39% | -12.3% |
| Q3 2023 | $2,417,789 | -17.0% | 52,130 | -17.0% | 1.59% | -13.0% |
| Q2 2023 | $2,912,773 | -5.1% | 62,843 | -4.4% | 1.82% | -9.9% |
| Q1 2023 | $3,068,595 | -16.5% | 65,765 | -17.5% | 2.03% | -19.9% |
| Q4 2022 | $3,675,355 | – | 79,743 | – | 2.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |