DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,704,399 | +16.0% | 36,677 | +18.9% | 0.03% | +17.2% |
Q2 2023 | $1,469,590 | +9.2% | 30,854 | +10.7% | 0.03% | +3.6% |
Q1 2023 | $1,346,342 | +321.2% | 27,866 | +316.8% | 0.03% | +300.0% |
Q4 2022 | $319,658 | +52.9% | 6,686 | +49.0% | 0.01% | +40.0% |
Q3 2022 | $209,000 | – | 4,486 | – | 0.01% | – |
Download |
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% |