DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 91 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $41,981,124 | +7.3% | 1,576,460 | +2.7% | 5.65% | +2.4% |
| Q1 2024 | $39,110,988 | +2.3% | 1,534,366 | +0.2% | 5.52% | -1.9% |
| Q4 2023 | $38,235,048 | +8.3% | 1,531,853 | +1.2% | 5.63% | -4.1% |
| Q3 2023 | $35,294,388 | +9.0% | 1,514,131 | +12.5% | 5.87% | +0.5% |
| Q2 2023 | $32,379,715 | +15.4% | 1,346,350 | +13.2% | 5.83% | +5.7% |
| Q1 2023 | $28,059,292 | +37.1% | 1,189,457 | +30.5% | 5.52% | +11.4% |
| Q4 2022 | $20,465,163 | +19.3% | 911,183 | +8.6% | 4.95% | +0.2% |
| Q3 2022 | $17,154,582 | -20.8% | 839,265 | -8.8% | 4.94% | -18.2% |
| Q2 2022 | $21,652,427 | – | 920,205 | – | 6.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |