DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 313 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,948,784 | -0.1% | 1,907,140 | +3.4% | 15.21% | +3.7% |
| Q2 2023 | $42,981,420 | +3.3% | 1,843,905 | +2.2% | 14.68% | -0.3% |
| Q1 2023 | $41,607,061 | +0.8% | 1,804,296 | -5.6% | 14.72% | -8.6% |
| Q4 2022 | $41,264,129 | +19.2% | 1,910,376 | +4.3% | 16.11% | +2.3% |
| Q3 2022 | $34,608,253 | -11.0% | 1,832,094 | +1.0% | 15.75% | -7.0% |
| Q2 2022 | $38,888,385 | -8.8% | 1,813,824 | +6.1% | 16.94% | -3.2% |
| Q1 2022 | $42,638,877 | -1.9% | 1,708,973 | +2.7% | 17.49% | -0.5% |
| Q4 2021 | $43,452,549 | – | 1,664,211 | – | 17.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AWM CAPITAL, LLC | 620,497 | $16,443,000 | 12.31% |
| New Capital Management LP | 770,457 | $19,731,000 | 10.86% |
| JFS WEALTH ADVISORS, LLC | 3,475,724 | $89,952,000 | 9.23% |
| Prosperity Planning, Inc. | 595,758 | $15,418,000 | 8.41% |
| Plancorp, LLC | 4,322,043 | $111,854,000 | 7.73% |
| ALERUS FINANCIAL NA | 3,220,193 | $83,338,000 | 7.59% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 698,859 | $18,086,000 | 6.52% |
| Meridian Wealth Partners, LLC | 1,158,977 | $29,994,000 | 6.49% |
| Applied Capital LLC | 252,950 | $6,546,000 | 5.73% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 10,752,987 | $278,287,000 | 5.70% |