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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,071,625 | +1.7% | 40,091 | -3.0% | 0.14% | 0.0% |
Q1 2024 | $1,053,927 | +2.3% | 41,347 | +0.2% | 0.14% | -5.8% |
Q4 2023 | $1,029,742 | +30.6% | 41,256 | +22.0% | 0.15% | +18.5% |
Q3 2023 | $788,297 | -1.6% | 33,818 | +1.5% | 0.13% | +2.4% |
Q2 2023 | $801,268 | -0.7% | 33,317 | -2.6% | 0.13% | -6.6% |
Q1 2023 | $807,278 | +19.5% | 34,221 | +13.8% | 0.14% | +12.4% |
Q4 2022 | $675,438 | – | 30,073 | – | 0.12% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hill Investment Group Partners, LLC | 920,205 | $21,652,427 | 6.04% |
Advisory Services & Investments, LLC | 252,879 | $5,950,000 | 5.68% |
BetterWealth, LLC | 428,703 | $10,087,000 | 4.98% |
Asset Dedication, LLC | 1,101,312 | $25,909,000 | 3.85% |
Syverson Strege & Co | 386,598 | $9,097,000 | 3.34% |
Relaxing Retirement Coach | 238,079 | $5,602,000 | 2.82% |
Stordahl Capital Management, Inc. | 271,030 | $6,377,000 | 2.42% |
Waypoint Wealth Partners Inc. | 259,895 | $6,115,000 | 2.34% |
BALASA DINVERNO & FOLTZ LLC | 1,504,846 | $35,409,000 | 2.23% |
Five Oceans Advisors | 105,164 | $2,475,000 | 1.85% |