DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 537 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,116,810 | -6.1% | 28,439 | -2.2% | 0.10% | -7.6% |
| Q1 2024 | $1,188,845 | +13.2% | 29,067 | +3.0% | 0.10% | +5.0% |
| Q4 2023 | $1,050,498 | +17.0% | 28,224 | +6.9% | 0.10% | +4.2% |
| Q3 2023 | $897,931 | -0.9% | 26,394 | +0.5% | 0.10% | -16.5% |
| Q2 2023 | $905,972 | +3.6% | 26,260 | +0.5% | 0.12% | +21.1% |
| Q1 2023 | $874,728 | +0.5% | 26,127 | +0.5% | 0.10% | -4.0% |
| Q4 2022 | $870,747 | +13.5% | 26,008 | +0.4% | 0.10% | +16.5% |
| Q3 2022 | $767,000 | -5.8% | 25,902 | +0.5% | 0.08% | -1.2% |
| Q2 2022 | $814,000 | – | 25,768 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |