DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,906 | -9.4% | 123,042 | -6.2% | 0.00% | – |
| Q2 2023 | $3,057,270 | +118.2% | 131,157 | +115.8% | 0.00% | – |
| Q1 2023 | $1,401,425 | -1.8% | 60,773 | -8.0% | 0.00% | – |
| Q4 2022 | $1,427,393 | +11.3% | 66,083 | -2.7% | 0.00% | – |
| Q3 2022 | $1,283,000 | -8.0% | 67,939 | +4.5% | 0.00% | – |
| Q2 2022 | $1,394,000 | +1061.7% | 65,022 | +1253.5% | 0.00% | – |
| Q1 2022 | $120,000 | – | 4,804 | – | 0.00% | – |
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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% |