DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 300 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $477,000 | -91.8% | 18,136 | -91.7% | 0.00% | -100.0% |
| Q1 2024 | $5,818,000 | -11.3% | 217,504 | -15.3% | 0.00% | -50.0% |
| Q4 2023 | $6,559,000 | +166.3% | 256,890 | +143.5% | 0.00% | +100.0% |
| Q3 2023 | $2,463,000 | +27.4% | 105,488 | +32.4% | 0.00% | 0.0% |
| Q2 2023 | $1,933,000 | -42.2% | 79,663 | -42.7% | 0.00% | 0.0% |
| Q1 2023 | $3,344,000 | +4480.8% | 138,931 | +4150.0% | 0.00% | – |
| Q4 2022 | $73,000 | – | 3,269 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |