DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 161 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,872,915 | -2.6% | 60,141 | -1.9% | 0.24% | -1.7% |
| Q1 2024 | $2,948,398 | +5.2% | 61,310 | +6.1% | 0.24% | -0.8% |
| Q4 2023 | $2,802,568 | +18.0% | 57,773 | +13.0% | 0.24% | +8.0% |
| Q3 2023 | $2,376,058 | -2.1% | 51,131 | +0.4% | 0.22% | 0.0% |
| Q2 2023 | $2,426,272 | -2.4% | 50,940 | -1.0% | 0.22% | -6.2% |
| Q1 2023 | $2,486,387 | +5.3% | 51,462 | +4.2% | 0.24% | 0.0% |
| Q4 2022 | $2,361,814 | +0.8% | 49,400 | -1.6% | 0.24% | -7.0% |
| Q3 2022 | $2,343,000 | +29.6% | 50,222 | +33.5% | 0.26% | +31.6% |
| Q2 2022 | $1,808,000 | – | 37,607 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 243,449 | $11,629,543 | 8.70% |
| Rather & Kittrell, Inc. | 580,239 | $27,718,017 | 7.63% |
| Austin Wealth Management, LLC | 564,237 | $27,097,595 | 6.35% |
| RAM Investment Partners, LLC | 346,512 | $16,552,878 | 4.80% |
| MARYLAND CAPITAL ADVISORS INC. | 183,926 | $8,786,146 | 4.73% |
| Compass Financial Group, Inc. | 187,507 | $8,987,211 | 4.47% |
| PBMares Wealth Management LLC | 356,127 | $17,012,169 | 4.18% |
| Beaird Harris Wealth Management, LLC | 847,601 | $40,489,913 | 3.81% |
| MBL Wealth, LLC | 698,473 | $33,366,056 | 3.72% |
| Truepoint, Inc. | 2,590,947 | $123,769,538 | 3.53% |