DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 165 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,605,789 | -2.9% | 33,615 | -2.2% | 0.06% | -15.4% |
| Q1 2024 | $1,653,142 | -7.4% | 34,376 | -6.6% | 0.06% | -16.7% |
| Q4 2023 | $1,784,537 | -22.2% | 36,787 | -25.5% | 0.08% | -32.2% |
| Q3 2023 | $2,293,806 | +84.9% | 49,361 | +89.5% | 0.12% | +85.5% |
| Q2 2023 | $1,240,809 | +20.2% | 26,051 | +21.9% | 0.06% | +10.7% |
| Q1 2023 | $1,032,298 | – | 21,366 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 308,283 | $14,738,990 | 12.27% |
| Rather & Kittrell, Inc. | 401,581 | $19,199,588 | 10.21% |
| MARYLAND CAPITAL ADVISORS INC. | 147,764 | $7,064,597 | 6.60% |
| First Ascent Asset Management, LLC | 873,762 | $41,774,543 | 6.39% |
| RAM Investment Partners, LLC | 213,276 | $10,196,726 | 6.27% |
| Compass Financial Group, Inc. | 171,879 | $8,218 | 5.36% |
| LEGACY FINANCIAL GROUP, INC. | 154,454 | $7,384,446 | 4.55% |
| PBMares Wealth Management LLC | 229,746 | $10,984,151 | 4.44% |
| QUARRY HILL ADVISORS, LLC | 90,929 | $4,347,321 | 4.40% |
| COLLECTIVE FAMILY OFFICE LLC | 195,423 | $9,343,174 | 4.20% |