DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 242 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,534,824 | +0.6% | 57,046 | +1.6% | 0.27% | 0.0% |
| Q1 2024 | $1,525,877 | -5.3% | 56,147 | -10.2% | 0.27% | -10.1% |
| Q4 2023 | $1,611,714 | +9.2% | 62,506 | +0.7% | 0.30% | -3.2% |
| Q3 2023 | $1,476,479 | +4.7% | 62,089 | +4.1% | 0.31% | +8.1% |
| Q2 2023 | $1,410,688 | +5.6% | 59,647 | +6.3% | 0.28% | +4.8% |
| Q1 2023 | $1,335,652 | – | 56,108 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| Sensible Money, LLC | 224,038 | $5,333,217 | 4.60% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |