DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 152 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $654,084 | -9.1% | 22,727 | -5.0% | 0.35% | -16.6% |
| Q1 2024 | $719,740 | -0.8% | 23,912 | -4.0% | 0.42% | -25.6% |
| Q4 2023 | $725,502 | -17.2% | 24,914 | -28.0% | 0.57% | -38.0% |
| Q3 2023 | $876,729 | +81.1% | 34,599 | +83.7% | 0.91% | +66.9% |
| Q2 2023 | $484,037 | +1988.5% | 18,834 | +1995.0% | 0.55% | +2278.3% |
| Q1 2023 | $23,176 | -90.7% | 899 | -91.1% | 0.02% | -92.8% |
| Q4 2022 | $250,285 | – | 10,104 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
| Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
| Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
| Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
| BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
| Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
| Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
| JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
| VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
| Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |