DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 308 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 1.00 and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,752,844 | -3.7% | 64,078 | -5.8% | 0.33% | -9.6% |
| Q1 2024 | $1,819,837 | +0.9% | 68,031 | -3.7% | 0.36% | -2.4% |
| Q4 2023 | $1,802,721 | +12.4% | 70,612 | -1.2% | 0.37% | -0.8% |
| Q3 2023 | $1,603,552 | -14.8% | 71,460 | -7.9% | 0.38% | -23.8% |
| Q2 2023 | $1,882,686 | +3.0% | 77,573 | +2.2% | 0.49% | -6.6% |
| Q1 2023 | $1,827,180 | +12.6% | 75,927 | +4.6% | 0.53% | +3.1% |
| Q4 2022 | $1,622,696 | +112.7% | 72,604 | +82.3% | 0.51% | +90.0% |
| Q3 2022 | $763,000 | +37.2% | 39,823 | +54.1% | 0.27% | +43.1% |
| Q2 2022 | $556,000 | – | 25,846 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |