DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 127 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,190,142 | -32.7% | 36,274 | -35.1% | 0.22% | -37.1% |
| Q1 2024 | $1,767,857 | +12.8% | 55,927 | +2.1% | 0.35% | +9.3% |
| Q4 2023 | $1,567,622 | -0.3% | 54,793 | -11.7% | 0.32% | -12.2% |
| Q3 2023 | $1,572,945 | -66.0% | 62,049 | -64.4% | 0.37% | -69.6% |
| Q2 2023 | $4,631,167 | +7.5% | 174,498 | +1.8% | 1.21% | -2.7% |
| Q1 2023 | $4,309,988 | +11.3% | 171,439 | +6.3% | 1.24% | +2.1% |
| Q4 2022 | $3,872,209 | +117.4% | 161,275 | +93.3% | 1.22% | +93.6% |
| Q3 2022 | $1,781,000 | +70.6% | 83,441 | +79.9% | 0.63% | +78.2% |
| Q2 2022 | $1,044,000 | – | 46,380 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |