DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 279 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $654,000 | -91.6% | 24,485 | -92.0% | 0.00% | -100.0% |
| Q1 2024 | $7,778,000 | +86.4% | 305,116 | +82.5% | 0.00% | +100.0% |
| Q4 2023 | $4,173,000 | +237.1% | 167,166 | +214.7% | 0.00% | – |
| Q3 2023 | $1,238,000 | +898.4% | 53,124 | +933.3% | 0.00% | – |
| Q2 2023 | $124,000 | – | 5,141 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |