DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 471 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $406 | -12.9% | 11,291 | -10.9% | 0.01% | -16.7% |
| Q1 2024 | $466 | +5.4% | 12,676 | -1.4% | 0.01% | 0.0% |
| Q4 2023 | $442 | +20.4% | 12,850 | +14.4% | 0.01% | 0.0% |
| Q3 2023 | $367 | -3.4% | 11,237 | -2.9% | 0.01% | 0.0% |
| Q2 2023 | $380 | +5.8% | 11,576 | +4.0% | 0.01% | 0.0% |
| Q1 2023 | $359 | -99.9% | 11,129 | -48.4% | 0.01% | -50.0% |
| Q4 2022 | $656,000 | – | 21,575 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |