DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 473 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,932,598 | -15.0% | 48,099 | -13.5% | 0.36% | -20.5% |
Q1 2024 | $2,274,793 | +10.1% | 55,618 | +0.2% | 0.45% | +6.6% |
Q4 2023 | $2,065,420 | +8.3% | 55,492 | -5.3% | 0.43% | -4.7% |
Q3 2023 | $1,906,891 | -49.2% | 58,619 | -46.2% | 0.45% | -54.5% |
Q2 2023 | $3,756,682 | +4.8% | 108,889 | +1.7% | 0.98% | -5.1% |
Q1 2023 | $3,585,730 | +4.1% | 107,101 | +4.1% | 1.04% | -4.5% |
Q4 2022 | $3,445,916 | +67.0% | 102,925 | +47.7% | 1.08% | +48.9% |
Q3 2022 | $2,063,000 | – | 69,663 | – | 0.73% | – |
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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% |