DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 40 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,977 | -0.9% | 90 | +1.1% | 0.00% | – |
| Q1 2024 | $3,004 | +5.3% | 89 | 0.0% | 0.00% | – |
| Q4 2023 | $2,854 | -95.1% | 89 | -95.6% | 0.00% | -100.0% |
| Q3 2023 | $58,273 | -5.2% | 2,029 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $61,454 | +2.3% | 2,018 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $60,046 | +8.3% | 1,998 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $55,422 | – | 1,994 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantum Financial Advisors, LLC | 860,839 | $25,868,212 | 8.14% |
| Retirement Solution LLC | 365,745 | $10,990,641 | 3.86% |
| Abacus Wealth Partners, LLC | 317,720 | $9,827,080 | 3.25% |
| Francis Financial, Inc. | 137,450 | $4,130,362 | 2.80% |
| Brainard Capital Management LLC | 74,988 | $2,253,390 | 1.72% |
| Planning Center, Inc. | 134,583 | $4,141,119 | 1.14% |
| Adero Partners, LLC | 273,637 | $8,222,783 | 0.90% |
| Merriman Wealth Management, LLC | 475,563 | $14,290,672 | 0.74% |
| RAM Investment Partners, LLC | 43,755 | $1,314,838 | 0.71% |
| Five Oceans Advisors | 35,074 | $1,053,974 | 0.68% |