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 | $626,192 | +93.2% | 27,806 | +100.0% | 0.02% | -10.0% |
| Q2 2023 | $324,079 | +1.1% | 13,903 | 0.0% | 0.02% | -13.0% |
| Q1 2023 | $320,604 | +3.8% | 13,903 | -2.8% | 0.02% | -4.2% |
| Q4 2022 | $308,833 | +13.1% | 14,298 | -1.0% | 0.02% | -4.0% |
| Q3 2022 | $273,000 | -11.9% | 14,448 | +0.0% | 0.02% | +4.2% |
| Q2 2022 | $310,000 | -13.9% | 14,444 | +0.0% | 0.02% | 0.0% |
| Q1 2022 | $360,000 | +1.1% | 14,439 | +5.9% | 0.02% | 0.0% |
| Q4 2021 | $356,000 | – | 13,630 | – | 0.02% | – |
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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% |