DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,893,771 | $44,219,561 | 19.78% |
| Your Advocates Ltd., LLP | 1,078,960 | $25,193,716 | 15.03% |
| Summit Financial Strategies, Inc. | 3,364,824 | $78,568,636 | 14.97% |
| Advisory Services & Investments, LLC | 727,529 | $16,987,796 | 14.94% |
| WPWealth LLP | 1,619,825 | $37,822,923 | 14.47% |
| Kooman & Associates | 1,186,644 | $27,708,137 | 14.02% |
| Alpha Financial Advisors, LLC | 855,050 | $19,965,409 | 12.65% |
| Evensky & Katz LLC | 5,386,691 | $125,779 | 10.75% |
| Wealthstream Advisors, Inc. | 831,919 | $19,425,302 | 10.03% |
| AWM CAPITAL, LLC | 1,978,696 | $46,202,540 | 9.40% |