DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $245,148 | -47.4% | 10,886 | -45.5% | 0.01% | -44.4% |
| Q2 2023 | $465,819 | +1.2% | 19,983 | +0.1% | 0.01% | -10.0% |
| Q1 2023 | $460,136 | -93.4% | 19,954 | -93.8% | 0.01% | -93.6% |
| Q4 2022 | $6,935,503 | +14.4% | 321,088 | +0.1% | 0.16% | +5.4% |
| Q3 2022 | $6,061,000 | -8.7% | 320,872 | +3.7% | 0.15% | -3.9% |
| Q2 2022 | $6,636,000 | -11.0% | 309,511 | +3.6% | 0.16% | +0.6% |
| Q1 2022 | $7,455,000 | -4.2% | 298,761 | +0.3% | 0.15% | -1.9% |
| Q4 2021 | $7,778,000 | +0.9% | 297,869 | -0.0% | 0.16% | -7.1% |
| Q3 2021 | $7,710,000 | – | 297,886 | – | 0.17% | – |
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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% |