DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 316 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,429,974 | +6.5% | 2,166,351 | +7.4% | 7.11% | -12.0% |
| Q1 2024 | $53,939,333 | +139.1% | 2,016,424 | +128.1% | 8.08% | +136.1% |
| Q4 2023 | $22,563,928 | +23.4% | 883,820 | +12.8% | 3.42% | +16.6% |
| Q3 2023 | $18,291,747 | +2.6% | 783,372 | +6.6% | 2.93% | -18.0% |
| Q2 2023 | $17,836,301 | +16.1% | 734,911 | +15.1% | 3.58% | +6.7% |
| Q1 2023 | $15,361,197 | +252.1% | 638,321 | +227.0% | 3.35% | +217.8% |
| Q4 2022 | $4,362,658 | -13.6% | 195,197 | -25.9% | 1.06% | -24.5% |
| Q3 2022 | $5,050,000 | +276.0% | 263,563 | +322.3% | 1.40% | +402.5% |
| Q2 2022 | $1,343,000 | – | 62,405 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |