DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 233 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,216,905 | +30.1% | 194,339 | +28.5% | 0.06% | +20.4% |
| Q1 2024 | $4,779,748 | +106.9% | 151,210 | +87.3% | 0.05% | +92.9% |
| Q4 2023 | $2,310,246 | +148.5% | 80,750 | +123.1% | 0.03% | +115.4% |
| Q3 2023 | $929,644 | +0.1% | 36,187 | +3.5% | 0.01% | 0.0% |
| Q2 2023 | $928,263 | +8.7% | 34,976 | +3.0% | 0.01% | -7.1% |
| Q1 2023 | $854,081 | +32.4% | 33,973 | +26.4% | 0.01% | +27.3% |
| Q4 2022 | $645,101 | +62.5% | 26,868 | +44.3% | 0.01% | +37.5% |
| Q3 2022 | $397,000 | – | 18,622 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |