DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 161 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $556,492 | -0.5% | 11,649 | +0.2% | 0.02% | -5.3% |
| Q1 2024 | $559,268 | -0.6% | 11,630 | +0.1% | 0.02% | -9.5% |
| Q4 2023 | $562,902 | +16.9% | 11,616 | +12.1% | 0.02% | -8.7% |
| Q3 2023 | $481,708 | -2.4% | 10,366 | +0.1% | 0.02% | -11.5% |
| Q2 2023 | $493,360 | +9.7% | 10,358 | +11.3% | 0.03% | 0.0% |
| Q1 2023 | $449,593 | +1.2% | 9,305 | +0.1% | 0.03% | -13.3% |
| Q4 2022 | $444,311 | +24.5% | 9,293 | +21.5% | 0.03% | +11.1% |
| Q3 2022 | $357,000 | +12.6% | 7,647 | +15.8% | 0.03% | +12.5% |
| Q2 2022 | $317,000 | – | 6,601 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 243,449 | $11,629,543 | 8.70% |
| Rather & Kittrell, Inc. | 580,239 | $27,718,017 | 7.63% |
| Austin Wealth Management, LLC | 564,237 | $27,097,595 | 6.35% |
| RAM Investment Partners, LLC | 346,512 | $16,552,878 | 4.80% |
| MARYLAND CAPITAL ADVISORS INC. | 183,926 | $8,786,146 | 4.73% |
| Compass Financial Group, Inc. | 187,507 | $8,987,211 | 4.47% |
| PBMares Wealth Management LLC | 356,127 | $17,012,169 | 4.18% |
| Beaird Harris Wealth Management, LLC | 847,601 | $40,489,913 | 3.81% |
| MBL Wealth, LLC | 698,473 | $33,366,056 | 3.72% |
| Truepoint, Inc. | 2,590,947 | $123,769,538 | 3.53% |