DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,800,023 | -4.1% | 976,446 | -0.3% | 3.83% | -6.2% |
| Q2 2023 | $23,781,567 | +1.3% | 979,875 | +0.5% | 4.08% | -11.9% |
| Q1 2023 | $23,469,349 | +6.4% | 975,248 | -1.2% | 4.63% | -10.0% |
| Q4 2022 | $22,060,314 | +149.6% | 987,039 | +113.9% | 5.15% | +82.2% |
| Q3 2022 | $8,839,948 | +315.0% | 461,375 | +366.2% | 2.83% | +183.5% |
| Q2 2022 | $2,129,878 | – | 98,972 | – | 1.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,831,002 | $44,063,063 | 18.82% |
| Relaxing Retirement Coach | 2,064,652 | $49,685,717 | 16.55% |
| Summit Financial Strategies, Inc. | 3,310,579 | $79,669,096 | 15.70% |
| Advisory Services & Investments, LLC | 674,233 | $16,225,412 | 14.73% |
| Kooman & Associates | 1,072,415 | $25,807,667 | 13.96% |
| Your Advocates Ltd., LLP | 1,055,495 | $25,405,755 | 13.94% |
| WPWealth LLP | 1,240,769 | $29,859,104 | 13.79% |
| Great Waters Wealth Management | 2,302,388 | $56,684,796 | 11.98% |
| Alpha Financial Advisors, LLC | 681,440 | $16,398,861 | 11.38% |
| AWM CAPITAL, LLC | 1,649,292 | $39,690,207 | 11.17% |