DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 263 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,852,689 | -3.1% | 79,374 | -0.9% | 0.38% | -4.9% |
| Q1 2024 | $2,943,954 | +21.0% | 80,108 | +13.1% | 0.40% | +11.3% |
| Q4 2023 | $2,433,624 | +16.2% | 70,827 | +10.3% | 0.36% | +5.2% |
| Q3 2023 | $2,094,422 | +11.8% | 64,207 | +12.5% | 0.35% | +16.9% |
| Q2 2023 | $1,874,082 | +14.8% | 57,050 | +12.6% | 0.30% | +7.6% |
| Q1 2023 | $1,632,979 | +28.1% | 50,666 | +20.8% | 0.28% | +20.6% |
| Q4 2022 | $1,274,552 | +76.5% | 41,926 | +49.6% | 0.23% | +61.7% |
| Q3 2022 | $722,000 | +13.5% | 28,022 | +27.2% | 0.14% | +16.5% |
| Q2 2022 | $636,000 | +483.5% | 22,028 | +563.5% | 0.12% | +611.8% |
| Q4 2021 | $109,000 | – | 3,320 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |