DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 537 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $95,662,102 | -5.4% | 2,436,010 | -1.4% | 0.25% | -5.6% |
| Q1 2024 | $101,085,355 | +11.6% | 2,471,525 | +1.6% | 0.27% | -10.4% |
| Q4 2023 | $90,584,457 | +21.2% | 2,433,758 | +10.8% | 0.30% | -17.9% |
| Q3 2023 | $74,725,081 | -7.1% | 2,196,504 | -5.8% | 0.36% | +16.0% |
| Q2 2023 | $80,432,039 | +6.5% | 2,331,367 | +3.4% | 0.31% | +75.8% |
| Q1 2023 | $75,503,048 | -4.6% | 2,255,196 | +2642.8% | 0.18% | -64.9% |
| Q4 2022 | $79,118,561 | +22.7% | 82,223 | -96.2% | 0.51% | -34.6% |
| Q3 2022 | $64,486,000 | – | 2,177,857 | – | 0.78% | – |
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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% |