DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V856. A total of 89 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,131 | -20.0% | 125,640 | -19.2% | 1.11% | -21.8% |
Q1 2024 | $6,413 | +17.2% | 155,460 | +17.3% | 1.42% | +10.4% |
Q4 2023 | $5,472 | +167.8% | 132,568 | +158.0% | 1.28% | +149.8% |
Q3 2023 | $2,043 | -51.9% | 51,373 | -50.1% | 0.51% | -48.5% |
Q2 2023 | $4,251 | +45.1% | 102,898 | +50.5% | 1.00% | +44.4% |
Q1 2023 | $2,929 | -7.6% | 68,386 | -11.2% | 0.69% | -12.3% |
Q4 2022 | $3,170 | – | 77,019 | – | 0.79% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CPA Asset Management LLC | 409,061 | $16,268,356 | 11.41% |
Rather & Kittrell, Inc. | 467,563 | $18,594,981 | 7.50% |
Leading Edge Financial Planning LLC | 247,602 | $9,847,147 | 6.31% |
Five Oceans Advisors | 211,107 | $8,395,725 | 5.38% |
Hill Investment Group Partners, LLC | 712,366 | $28,330,796 | 4.71% |
Plan Group Financial, LLC | 147,550 | $5,868,050 | 4.23% |
Core Wealth Management, Inc. | 162,425 | $6,459,629 | 3.34% |
Root Financial Partners, LLC | 101,540 | $4,038,257 | 2.14% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 200,341 | $7,967,565 | 2.04% |
BetterWealth, LLC | 124,238 | $4,940,926 | 1.99% |