DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 281 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,702 | -2.6% | 12,953 | +0.8% | 0.06% | -3.4% |
| Q2 2023 | $299,557 | +5.0% | 12,851 | +3.8% | 0.06% | -20.3% |
| Q1 2023 | $285,391 | +4.6% | 12,376 | -2.1% | 0.07% | +4.2% |
| Q4 2022 | $272,938 | +11.9% | 12,636 | -2.0% | 0.07% | +1.4% |
| Q3 2022 | $244,000 | -8.3% | 12,895 | +3.9% | 0.07% | -39.1% |
| Q2 2022 | $266,000 | -12.5% | 12,408 | +1.8% | 0.12% | +9.5% |
| Q1 2022 | $304,000 | -5.9% | 12,183 | -1.7% | 0.10% | -7.9% |
| Q4 2021 | $323,000 | – | 12,389 | – | 0.11% | – |
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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% |