DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 472 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,093,980 | -1.4% | 138,085 | -1.8% | 0.03% | -10.8% |
| Q1 2024 | $5,166,145 | +13.7% | 140,575 | +6.3% | 0.04% | +5.7% |
| Q4 2023 | $4,545,621 | +1.1% | 132,294 | -4.1% | 0.04% | -10.3% |
| Q3 2023 | $4,497,604 | -8.5% | 137,879 | -7.9% | 0.04% | -7.1% |
| Q2 2023 | $4,917,699 | -12.6% | 149,702 | -14.2% | 0.04% | -25.0% |
| Q1 2023 | $5,623,653 | +5.2% | 174,485 | -0.8% | 0.06% | -5.1% |
| Q4 2022 | $5,344,731 | +26.2% | 175,813 | +6.9% | 0.06% | +11.3% |
| Q3 2022 | $4,235,000 | -11.0% | 164,411 | -0.2% | 0.05% | -18.5% |
| Q2 2022 | $4,757,000 | -13.5% | 164,672 | +0.3% | 0.06% | -7.1% |
| Q1 2022 | $5,498,000 | +1.8% | 164,230 | -0.2% | 0.07% | -9.1% |
| Q4 2021 | $5,400,000 | +0.4% | 164,523 | +0.2% | 0.08% | -14.4% |
| Q3 2021 | $5,376,000 | – | 164,174 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |