DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 89 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $449,000 | +91.1% | 10,978 | +92.7% | 0.00% | – |
Q1 2024 | $235,000 | +74.1% | 5,697 | +74.0% | 0.00% | – |
Q4 2023 | $135,000 | +16.4% | 3,275 | +12.6% | 0.00% | – |
Q3 2023 | $116,000 | +18.4% | 2,909 | +22.0% | 0.00% | – |
Q2 2023 | $98,000 | +30.7% | 2,385 | +37.1% | 0.00% | – |
Q1 2023 | $75,000 | +5.6% | 1,739 | 0.0% | 0.00% | – |
Q4 2022 | $71,000 | +195.8% | 1,739 | +252.0% | 0.00% | – |
Q1 2022 | $24,000 | – | 494 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |