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 | $264,903 | -32.1% | 11,763 | -29.7% | 0.03% | -29.3% |
| Q2 2023 | $389,930 | +43.8% | 16,728 | +42.2% | 0.04% | +32.3% |
| Q1 2023 | $271,255 | +6.8% | 11,763 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $254,081 | +14.5% | 11,763 | 0.0% | 0.03% | +3.3% |
| Q3 2022 | $222,000 | -11.9% | 11,763 | 0.0% | 0.03% | -9.1% |
| Q2 2022 | $252,000 | -28.4% | 11,763 | -16.6% | 0.03% | -19.5% |
| Q1 2022 | $352,000 | -4.3% | 14,103 | 0.0% | 0.04% | +5.1% |
| Q4 2021 | $368,000 | +0.8% | 14,103 | 0.0% | 0.04% | -13.3% |
| Q3 2021 | $365,000 | – | 14,103 | – | 0.04% | – |
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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% |