DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. 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 4.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $22,839,170 | +25.5% | 485,836 | +23.8% | 7.96% | +3.4% |
| Q3 2023 | $18,202,780 | +16.0% | 392,470 | +15.9% | 7.70% | +17.3% |
| Q2 2023 | $15,693,696 | +26.3% | 338,591 | +27.1% | 6.56% | -1.9% |
| Q1 2023 | $12,428,325 | +22.7% | 266,359 | +21.2% | 6.69% | +7.3% |
| Q4 2022 | $10,130,760 | – | 219,804 | – | 6.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TRIAD FINANCIAL ADVISORS, INC. | 571,542 | $26,794,000 | 14.84% |
| Tanager Wealth Management LLP | 68,412 | $3,207,000 | 2.64% |
| Great Point Wealth Advisors, LLC | 122,851 | $5,759,000 | 2.04% |
| Blossom Wealth Management | 7,333 | $344,000 | 1.74% |
| Annapolis Financial Services, LLC | 82,162 | $3,852,000 | 1.40% |
| Applied Capital LLC | 42,490 | $1,992,000 | 1.36% |
| Silicon Hills Wealth Management, LLC | 39,436 | $1,849,000 | 1.35% |
| SUTTON PLACE INVESTORS LLC | 19,270 | $903,000 | 1.31% |
| WOLFF WIESE MAGANA LLC | 37,496 | $1,758,000 | 1.28% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 244,222 | $11,449,000 | 1.24% |