DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 279 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,864,305 | +0.3% | 109,033 | -2.6% | 0.35% | -17.1% |
| Q1 2024 | $2,854,457 | -3.6% | 111,983 | -5.6% | 0.43% | -4.9% |
| Q4 2023 | $2,960,475 | +1.9% | 118,609 | -4.9% | 0.45% | -3.6% |
| Q3 2023 | $2,906,080 | -4.6% | 124,671 | -1.6% | 0.47% | -23.7% |
| Q2 2023 | $3,046,124 | +2.9% | 126,658 | +1.0% | 0.61% | -5.4% |
| Q1 2023 | $2,959,232 | +13.0% | 125,444 | +7.6% | 0.65% | +1.9% |
| Q4 2022 | $2,619,492 | +28.0% | 116,629 | +16.5% | 0.63% | +12.0% |
| Q3 2022 | $2,046,000 | – | 100,112 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |