DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 218 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,023,986 | -0.9% | 571,472 | +0.0% | 1.70% | +3.1% |
| Q1 2024 | $15,160,204 | +6.3% | 571,329 | +2.3% | 1.65% | -4.0% |
| Q4 2023 | $14,259,540 | +12.5% | 558,541 | +2.9% | 1.72% | +3.2% |
| Q3 2023 | $12,679,576 | -2.3% | 543,023 | +1.5% | 1.67% | +1.2% |
| Q2 2023 | $12,979,376 | +4.5% | 534,791 | +3.7% | 1.65% | -0.6% |
| Q1 2023 | $12,415,365 | +9.5% | 515,910 | +1.7% | 1.66% | -2.9% |
| Q4 2022 | $11,341,387 | +31.2% | 507,445 | +12.4% | 1.71% | +14.5% |
| Q3 2022 | $8,647,000 | +24.9% | 451,279 | +40.3% | 1.49% | +31.3% |
| Q2 2022 | $6,922,000 | – | 321,658 | – | 1.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |