DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 203 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,155,935 | +34.3% | 127,717 | +38.8% | 0.86% | +23.8% |
| Q2 2023 | $3,838,951 | -1.8% | 91,995 | 0.0% | 0.69% | -10.0% |
| Q1 2023 | $3,909,788 | +4.5% | 91,995 | +2.0% | 0.77% | -15.1% |
| Q4 2022 | $3,742,903 | -70.6% | 90,147 | -71.0% | 0.91% | -75.3% |
| Q3 2022 | $12,721,327 | -11.8% | 310,731 | -6.0% | 3.66% | -8.9% |
| Q2 2022 | $14,417,064 | – | 330,515 | – | 4.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rise Advisors, LLC | 301,952 | $12,362,000 | 10.24% |
| BCR Wealth Strategies, LLC | 201,742 | $8,259,000 | 8.47% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 627,526 | $25,691,000 | 8.15% |
| BetterWealth, LLC | 327,052 | $13,390,000 | 6.89% |
| Relaxing Retirement Coach | 343,745 | $14,071,000 | 6.65% |
| Ullmann Wealth Partners Group, LLC | 546,469 | $22,372,000 | 6.17% |
| Spinnaker Investment Group, LLC | 377,556 | $15,473,000 | 6.06% |
| TRIAD FINANCIAL ADVISORS, INC. | 265,747 | $10,880,000 | 5.92% |
| Silicon Hills Wealth Management, LLC | 150,073 | $6,144,000 | 4.88% |
| Hill Investment Group Partners, LLC | 310,731 | $12,721,327 | 3.66% |