DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,896,861 | -4.7% | 1,638,404 | -1.4% | 1.03% | -5.0% |
| Q2 2023 | $38,732,381 | +0.4% | 1,661,621 | -0.7% | 1.09% | -4.6% |
| Q1 2023 | $38,579,735 | +9.5% | 1,673,015 | +2.6% | 1.14% | -13.1% |
| Q4 2022 | $35,220,326 | +5.3% | 1,630,571 | -7.9% | 1.31% | -68.3% |
| Q3 2022 | $33,444,000 | -12.4% | 1,770,461 | -0.6% | 4.13% | +160.2% |
| Q2 2022 | $38,192,000 | -16.0% | 1,781,321 | -2.2% | 1.59% | -2.2% |
| Q1 2022 | $45,462,000 | -6.8% | 1,822,137 | -2.4% | 1.62% | -8.8% |
| Q4 2021 | $48,764,000 | +1.4% | 1,867,635 | +0.5% | 1.78% | -5.6% |
| Q3 2021 | $48,090,000 | – | 1,858,181 | – | 1.88% | – |
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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% |