DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,371,042 | -0.3% | 698,784 | +1.4% | 0.46% | -1.9% |
| Q1 2024 | $18,427,853 | +10.2% | 688,892 | +5.1% | 0.47% | +0.4% |
| Q4 2023 | $16,727,220 | +12.2% | 655,199 | +2.7% | 0.47% | +3.6% |
| Q3 2023 | $14,903,941 | +5.0% | 638,284 | +9.1% | 0.45% | +8.2% |
| Q2 2023 | $14,193,064 | +15.2% | 584,798 | +14.3% | 0.42% | +3.2% |
| Q1 2023 | $12,315,782 | +25.4% | 511,771 | +16.5% | 0.40% | +17.5% |
| Q4 2022 | $9,819,354 | +70.7% | 439,344 | +46.4% | 0.34% | +47.8% |
| Q3 2022 | $5,752,000 | +192.6% | 300,192 | +228.6% | 0.23% | +190.0% |
| Q2 2022 | $1,966,000 | – | 91,361 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |