DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,816 | -0.1% | 5,409,226 | +3.5% | 0.25% | +1.6% |
| Q2 2023 | $121,883 | +11.7% | 5,228,791 | +10.5% | 0.25% | +8.3% |
| Q1 2023 | $109,091 | +16.4% | 4,730,769 | +9.0% | 0.23% | +1.8% |
| Q4 2022 | $93,716 | -99.8% | 4,338,736 | +58.9% | 0.22% | +69.2% |
| Q3 2022 | $51,590,000 | +1.9% | 2,731,087 | +15.7% | 0.13% | +0.8% |
| Q2 2022 | $50,611,000 | -7.1% | 2,360,603 | +8.1% | 0.13% | +5.6% |
| Q1 2022 | $54,461,000 | +42.0% | 2,182,822 | +48.6% | 0.12% | +45.3% |
| Q4 2021 | $38,346,000 | +60.2% | 1,468,648 | +58.8% | 0.09% | +43.3% |
| Q3 2021 | $23,938,000 | – | 924,999 | – | 0.06% | – |
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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% |