DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 212 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $341,422 | -4.9% | 7,264 | -4.8% | 0.04% | -4.8% |
| Q1 2024 | $358,925 | +0.3% | 7,630 | +0.1% | 0.04% | -4.5% |
| Q4 2023 | $357,894 | +1.5% | 7,620 | +0.4% | 0.04% | -4.3% |
| Q3 2023 | $352,598 | -34.5% | 7,588 | -34.5% | 0.05% | -32.4% |
| Q2 2023 | $538,451 | +0.1% | 11,585 | +0.9% | 0.07% | -6.8% |
| Q1 2023 | $537,909 | – | 11,485 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2,000,410 | $94,019,273 | 12.69% |
| Planning Center, Inc. | 1,972,246 | $92,695,562 | 12.11% |
| Valued Wealth Advisors LLC | 348,894 | $16,398,018 | 11.26% |
| Grunden Financial Advisory, Inc. | 449,385 | $21,121,117 | 11.03% |
| Signature Resources Capital Management, LLC | 271,041 | $12,738,922 | 10.59% |
| Beaird Harris Wealth Management, LLC | 2,371,759 | $111,472,661 | 10.49% |
| WPWealth LLP | 886,132 | $41,648,216 | 10.06% |
| Keyes, Stange & Wooten Wealth Management, LLC | 279,202 | $13,122,503 | 9.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,079,668 | $50,744,403 | 8.70% |
| Onyx Financial Advisors, LLC | 306,417 | $14,401,616 | 8.63% |