DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 144 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,902,136 | -2.8% | 148,675 | +7.2% | 0.56% | -4.6% |
| Q2 2023 | $2,985,190 | +116.7% | 138,717 | +116.4% | 0.59% | +66.2% |
| Q1 2023 | $1,377,552 | +37.7% | 64,102 | +35.6% | 0.36% | +36.0% |
| Q4 2022 | $1,000,184 | +234.5% | 47,290 | +224.6% | 0.26% | +207.1% |
| Q3 2022 | $299,000 | -12.8% | 14,567 | -1.8% | 0.08% | -42.6% |
| Q2 2022 | $343,000 | – | 14,827 | – | 0.15% | – |
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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% |