DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 3 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 319,619 | $15,489,000 | 12.41% |
| Relaxing Retirement Coach | 190,219 | $9,218,000 | 4.73% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 104,963 | $5,080,000 | 2.60% |
| Landmark Wealth Management, LLC | 87,500 | $45,870,000 | 1.54% |
| Resonant Capital Advisors, LLC | 181,312 | $8,776,000 | 1.30% |
| Aveo Capital Partners, LLC | 63,674 | $3,086,000 | 0.54% |
| Diversified Portfolios, Inc. | 34,943 | $1,693,000 | 0.41% |
| COLLECTIVE FAMILY OFFICE LLC | 21,548 | $1,044,000 | 0.40% |
| Shearwater Capital LLC | 8,387 | $406,000 | 0.37% |
| FIRETHORN WEALTH PARTNERS, LLC | 8,111 | $393,000 | 0.30% |