DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 566 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,293,686 | -0.9% | 254,291 | +0.2% | 1.27% | -18.1% |
| Q1 2024 | $10,384,480 | +9.5% | 253,899 | -0.3% | 1.56% | +8.2% |
| Q4 2023 | $9,481,836 | +9.4% | 254,751 | -0.0% | 1.44% | +3.3% |
| Q3 2023 | $8,670,476 | -1.2% | 254,864 | +0.2% | 1.39% | -21.0% |
| Q2 2023 | $8,777,588 | +2.8% | 254,423 | -0.3% | 1.76% | -5.6% |
| Q1 2023 | $8,540,790 | -0.2% | 255,101 | -0.2% | 1.86% | -10.0% |
| Q4 2022 | $8,560,661 | +12.0% | 255,695 | -1.0% | 2.07% | -2.1% |
| Q3 2022 | $7,645,000 | +8.9% | 258,201 | +16.2% | 2.12% | +45.4% |
| Q2 2022 | $7,022,000 | – | 222,226 | – | 1.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |