DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 292 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,101,185 | -12.4% | 177,248 | -8.4% | 0.69% | -14.1% |
| Q1 2024 | $5,825,813 | +3.6% | 193,549 | +0.2% | 0.80% | -4.9% |
| Q4 2023 | $5,625,860 | +14.4% | 193,196 | -0.4% | 0.84% | +3.7% |
| Q3 2023 | $4,917,031 | +0.7% | 194,042 | +2.1% | 0.81% | +5.2% |
| Q2 2023 | $4,882,133 | +7.4% | 189,966 | +4.2% | 0.77% | +0.9% |
| Q1 2023 | $4,544,896 | +8.7% | 182,306 | +8.0% | 0.76% | +2.4% |
| Q4 2022 | $4,181,995 | – | 168,833 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
| Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
| Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
| Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
| Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
| Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
| Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
| Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
| Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
| BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |