DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 551 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,482,116 | -62.7% | 88,671 | -61.1% | 0.09% | -59.4% |
Q1 2024 | $9,327,642 | -22.3% | 228,060 | -29.3% | 0.21% | -24.8% |
Q4 2023 | $12,003,926 | +14.3% | 322,513 | +4.5% | 0.28% | +1.1% |
Q3 2023 | $10,498,559 | -0.1% | 308,600 | +1.3% | 0.28% | +1.1% |
Q2 2023 | $10,511,143 | +16.4% | 304,671 | +13.0% | 0.28% | +7.8% |
Q1 2023 | $9,030,868 | +112885750.0% | 269,739 | +111824.9% | 0.26% | – |
Q4 2022 | $8 | -99.9% | 241 | 0.0% | 0.00% | – |
Q3 2022 | $7,000 | – | 241 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |