DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 98 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,308,046 | +4.6% | 2,051,866 | +3.8% | 7.45% | -0.3% |
| Q1 2024 | $52,871,957 | +5.2% | 1,976,522 | +0.4% | 7.47% | +0.9% |
| Q4 2023 | $50,260,765 | +7.6% | 1,968,694 | -1.6% | 7.40% | -4.7% |
| Q3 2023 | $46,724,362 | +16.8% | 2,001,043 | +21.4% | 7.77% | +7.7% |
| Q2 2023 | $40,009,791 | +17.8% | 1,648,529 | +16.8% | 7.21% | +8.0% |
| Q1 2023 | $33,952,777 | +32.8% | 1,410,878 | +23.3% | 6.68% | +7.9% |
| Q4 2022 | $25,564,913 | +33.6% | 1,143,844 | +14.6% | 6.19% | +12.2% |
| Q3 2022 | $19,131,701 | -11.4% | 998,523 | -0.5% | 5.51% | -8.6% |
| Q2 2022 | $21,605,327 | – | 1,003,965 | – | 6.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |