DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 242 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,879 | +18.5% | 106,992 | +19.7% | 0.04% | +12.9% |
| Q1 2024 | $2,429 | +45.7% | 89,349 | +38.2% | 0.03% | +34.8% |
| Q4 2023 | $1,667 | +42.8% | 64,647 | +31.7% | 0.02% | +27.8% |
| Q3 2023 | $1,167 | +11.8% | 49,079 | +11.2% | 0.02% | +5.9% |
| Q2 2023 | $1,044 | +6.9% | 44,125 | +7.5% | 0.02% | 0.0% |
| Q1 2023 | $977 | -99.9% | 41,028 | +2.7% | 0.02% | +6.2% |
| Q4 2022 | $887,000 | – | 39,932 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 635,707 | $16,391,705 | 12.86% |
| MB Generational Wealth, LLC | 408,150 | $10,524,148 | 9.88% |
| Merriman Wealth Management, LLC | 7,770,241 | $200,355,685 | 9.74% |
| Keyes, Stange & Wooten Wealth Management, LLC | 262,114 | $6,758,610 | 7.18% |
| Del-Sette Capital Management, LLC | 243,902 | $6,289,012 | 5.53% |
| Shotwell Rutter Baer Inc | 218,634 | $5,577,344 | 5.32% |
| Private Wealth Management Group, LLC | 394,644 | $10,175,897 | 5.00% |
| Planning Center, Inc. | 773,928 | $19,955,739 | 4.63% |
| Sensible Money, LLC | 278,882 | $7,190,969 | 4.32% |
| Financial Architects, LLC | 207,020 | $5,338,011 | 4.21% |