DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 233 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $65,388,090 | +2.2% | 2,044,017 | +1.0% | 8.92% | +2.5% |
| Q1 2024 | $63,975,498 | +91.5% | 2,023,901 | +73.4% | 8.70% | +84.4% |
| Q4 2023 | $33,402,617 | +9.7% | 1,167,515 | -1.5% | 4.72% | -4.0% |
| Q3 2023 | $30,460,429 | -7.4% | 1,185,692 | -4.4% | 4.91% | +7.1% |
| Q2 2023 | $32,906,499 | -42.8% | 1,239,883 | -45.8% | 4.59% | -45.2% |
| Q1 2023 | $57,479,812 | +7.2% | 2,286,389 | +2.4% | 8.37% | -0.0% |
| Q4 2022 | $53,635,326 | +13.6% | 2,233,874 | +1.0% | 8.37% | +2.1% |
| Q3 2022 | $47,219,000 | +6324.4% | 2,212,702 | +6670.8% | 8.20% | +6567.5% |
| Q2 2022 | $735,000 | – | 32,680 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |