DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,303,834 | +16.2% | 219,231 | +16.3% | 0.32% | +8.4% |
| Q1 2024 | $8,864,341 | +7.2% | 188,443 | +6.6% | 0.30% | -2.9% |
| Q4 2023 | $8,268,788 | +23.9% | 176,759 | +22.9% | 0.31% | -2.2% |
| Q3 2023 | $6,671,822 | +97.5% | 143,851 | +97.4% | 0.32% | +80.0% |
| Q2 2023 | $3,377,865 | +37.7% | 72,877 | +38.7% | 0.18% | +21.5% |
| Q1 2023 | $2,452,394 | +220.9% | 52,559 | +216.9% | 0.14% | +176.9% |
| Q4 2022 | $764,313 | – | 16,583 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |