DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 2 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.4%.
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 ↓ |
|---|---|---|---|
| Brown Financial Advisory | 619,879 | $13,339,797 | 10.89% |
| RAM Investment Partners, LLC | 1,140,023 | $24,533,292 | 10.26% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,530,157 | $32,928,971 | 7.50% |
| Rather & Kittrell, Inc. | 692,039 | $14,892,672 | 6.22% |
| Arista Wealth Management, LLC | 635,178 | $13,669,040 | 5.68% |
| ASSET PLANNING CORPORATION | 286,635 | $6,168,375 | 4.69% |
| Beaird Harris Wealth Management, LLC | 1,675,198 | $36,050,251 | 4.32% |
| Core Wealth Management, Inc. | 332,829 | $7,162,484 | 3.64% |
| Advisory Services & Investments, LLC | 193,924 | $4,173,245 | 3.45% |
| Relaxing Retirement Coach | 469,441 | $10,102,391 | 3.04% |