DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 483 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,628,655 | -2.9% | 240,085 | -0.7% | 3.02% | -1.4% |
| Q1 2024 | $8,883,242 | +4.5% | 241,722 | -2.3% | 3.06% | -2.1% |
| Q4 2023 | $8,502,848 | -1.4% | 247,465 | -6.5% | 3.12% | -10.9% |
| Q3 2023 | $8,626,949 | -2.7% | 264,551 | -2.1% | 3.51% | +6.9% |
| Q2 2023 | $8,870,584 | +1.2% | 270,117 | -0.7% | 3.28% | -2.9% |
| Q1 2023 | $8,766,000 | +4.0% | 272,069 | -1.9% | 3.38% | -4.6% |
| Q4 2022 | $8,429,006 | +16.2% | 277,363 | -1.6% | 3.54% | +9.9% |
| Q3 2022 | $7,255,000 | -15.5% | 281,747 | -5.2% | 3.22% | -26.1% |
| Q2 2022 | $8,586,000 | -13.7% | 297,316 | +0.1% | 4.36% | -9.0% |
| Q1 2022 | $9,945,000 | +2.5% | 297,140 | +0.5% | 4.79% | +7.3% |
| Q4 2021 | $9,702,000 | +13.0% | 295,710 | -0.5% | 4.46% | +2.4% |
| Q2 2021 | $8,586,000 | – | 297,316 | – | 4.36% | – |
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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% |