DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $1,278,608 | -15.1% | 50,161 | -16.9% | 0.26% | -18.0% |
Q4 2023 | $1,506,264 | +7.1% | 60,347 | -3.5% | 0.31% | -5.5% |
Q3 2023 | $1,406,670 | -11.8% | 62,519 | -5.7% | 0.33% | -21.1% |
Q2 2023 | $1,595,195 | +4.0% | 66,328 | +2.1% | 0.42% | -5.7% |
Q1 2023 | $1,533,197 | +12.0% | 64,994 | +6.6% | 0.44% | +2.6% |
Q4 2022 | $1,369,032 | +125.2% | 60,954 | +104.8% | 0.43% | +100.5% |
Q3 2022 | $608,000 | – | 29,766 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |