DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 259 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,821,143 | +9.3% | 827,698 | +14.3% | 0.89% | +10.0% |
| Q1 2024 | $21,790,304 | +41.0% | 723,930 | +36.4% | 0.81% | +29.3% |
| Q4 2023 | $15,450,963 | +54.6% | 530,596 | +34.5% | 0.63% | +30.0% |
| Q3 2023 | $9,994,820 | +17.2% | 394,429 | +18.9% | 0.48% | +23.5% |
| Q2 2023 | $8,527,148 | +71.6% | 331,796 | +66.4% | 0.39% | +52.5% |
| Q1 2023 | $4,970,322 | +25.5% | 199,371 | +24.7% | 0.26% | +20.7% |
| Q4 2022 | $3,960,115 | +418.3% | 159,875 | +356.2% | 0.21% | +363.0% |
| Q3 2022 | $764,000 | +65.7% | 35,048 | +71.6% | 0.05% | +76.9% |
| Q2 2022 | $461,000 | – | 20,428 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
| Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
| Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
| Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
| Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
| Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
| Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
| Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
| Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
| BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |