DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 17 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,886,198 | -4.6% | 301,547 | +5.2% | 4.53% | -3.5% |
| Q2 2023 | $6,168,375 | +14.4% | 286,635 | +14.2% | 4.69% | +8.2% |
| Q1 2023 | $5,392,887 | +2.9% | 250,949 | +1.3% | 4.33% | -0.7% |
| Q4 2022 | $5,241,762 | +20.0% | 247,837 | +16.6% | 4.36% | +6.8% |
| Q3 2022 | $4,368,000 | -4.5% | 212,471 | +7.4% | 4.09% | +2.9% |
| Q2 2022 | $4,574,000 | -9.4% | 197,923 | +6.3% | 3.97% | -9.9% |
| Q1 2022 | $5,050,000 | – | 186,279 | – | 4.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 1,419,385 | $30,502,574 | 7.28% |
| Beaird Harris Wealth Management, LLC | 1,565,597 | $33,644,690 | 6.04% |
| Rather & Kittrell, Inc. | 605,794 | $13,018,513 | 5.92% |
| Advisory Services & Investments, LLC | 226,708 | $4,871,955 | 4.42% |
| ASSET PLANNING CORPORATION | 250,949 | $5,392,887 | 4.33% |
| RAM Investment Partners, LLC | 306,819 | $6,593,551 | 3.55% |
| Core Wealth Management, Inc. | 294,215 | $6,322,670 | 3.41% |
| Pinnacle Financial Group, LLC / IL | 226,589 | $4,869,388 | 2.91% |
| Bridgeworth, LLC | 1,052,428 | $22,616,673 | 2.85% |
| Litman Gregory Wealth Management LLC | 351,695 | $7,557,922 | 2.81% |