DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 59 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $623,522 | -31.8% | 13,418 | -30.1% | 0.10% | -33.1% |
| Q2 2023 | $913,866 | -9.4% | 19,187 | -8.1% | 0.16% | -21.1% |
| Q1 2023 | $1,008,432 | -27.6% | 20,872 | -28.4% | 0.20% | -38.8% |
| Q4 2022 | $1,392,865 | -35.2% | 29,133 | -36.7% | 0.32% | -52.7% |
| Q3 2022 | $2,148,130 | +151.5% | 46,048 | +159.2% | 0.69% | +71.8% |
| Q2 2022 | $854,029 | – | 17,766 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 271,992 | $12,639,465 | 9.72% |
| Rather & Kittrell, Inc. | 451,077 | $20,961,548 | 8.45% |
| MARYLAND CAPITAL ADVISORS INC. | 183,968 | $8,548,993 | 6.53% |
| Austin Wealth Management, LLC | 434,088 | $20,577,855 | 6.37% |
| Beaird Harris Wealth Management, LLC | 1,120,278 | $52,059,331 | 6.23% |
| First Ascent Asset Management, LLC | 938,343 | $43,604,805 | 5.63% |
| RAM Investment Partners, LLC | 276,235 | $12,836,640 | 5.43% |
| Compass Financial Group, Inc. | 171,421 | $7,965,934 | 4.84% |
| PBMares Wealth Management LLC | 259,731 | $12,069,700 | 4.35% |
| MBL Wealth, LLC | 653,843 | $30,384,085 | 4.28% |