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 | $877,180 | -4.9% | 21,481 | -4.0% | 0.03% | -2.9% |
| Q1 2024 | $922,584 | -12.5% | 22,366 | -12.4% | 0.03% | -20.9% |
| Q4 2023 | $1,053,952 | +117.0% | 25,532 | +109.0% | 0.04% | +79.2% |
| Q3 2023 | $485,783 | +97.2% | 12,215 | +104.9% | 0.02% | +118.2% |
| Q2 2023 | $246,290 | -3.1% | 5,962 | +0.4% | 0.01% | -15.4% |
| Q1 2023 | $254,277 | +4.1% | 5,937 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $244,373 | – | 5,937 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heirloom Wealth Management | 951,084 | $38,837,518 | 12.58% |
| CPA Asset Management LLC | 400,191 | $16,341,800 | 8.75% |
| Hill Investment Group Partners, LLC | 811,109 | $33,283,859 | 4.48% |
| Five Oceans Advisors | 203,001 | $8,289,546 | 4.34% |
| Physician Wealth Solutions Inc. | 144,668 | $5,907,522 | 4.22% |
| Planning Center, Inc. | 738,576 | $30,159,756 | 3.94% |
| Rather & Kittrell, Inc. | 305,173 | $12,461,728 | 3.43% |
| Leading Edge Financial Planning LLC | 196,464 | $8,022,617 | 3.22% |
| Geometric Wealth Advisors | 381,715 | $15,587,318 | 3.20% |
| Core Wealth Management, Inc. | 186,301 | $7,607,602 | 3.09% |