DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,448,197 | +0.7% | 496,453 | -2.4% | 1.42% | -16.8% |
| Q1 2024 | $11,373,726 | -2.0% | 508,437 | -0.4% | 1.70% | -3.2% |
| Q4 2023 | $11,610,714 | +48.8% | 510,586 | +27.7% | 1.76% | +40.7% |
| Q3 2023 | $7,803,239 | +11.1% | 399,756 | +22.5% | 1.25% | -11.2% |
| Q2 2023 | $7,022,849 | +16.4% | 326,341 | +16.2% | 1.41% | +6.9% |
| Q1 2023 | $6,035,217 | +21.7% | 280,838 | +19.8% | 1.32% | +9.8% |
| Q4 2022 | $4,957,781 | +663.9% | 234,410 | +643.0% | 1.20% | +566.1% |
| Q3 2022 | $649,000 | -17.1% | 31,551 | -6.8% | 0.18% | +11.1% |
| Q2 2022 | $783,000 | – | 33,861 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 675,000 | $15,349,500 | 12.50% |
| RAM Investment Partners, LLC | 1,089,648 | $24,778,607 | 8.64% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,659,928 | $37,746,758 | 7.98% |
| Fidato Wealth LLC | 362,042 | $8,232,840 | 7.86% |
| Rather & Kittrell, Inc. | 814,120 | $18,513,327 | 6.46% |
| ASSET PLANNING CORPORATION | 336,811 | $7,659,076 | 5.92% |
| Crestmont Private Wealth LLC | 390,470 | $8,879,288 | 4.52% |
| Vannoy Advisory Group, Inc. | 238,829 | $5,430,982 | 4.46% |
| GREAT OAK CAPITAL PARTNERS, LLC | 360,480 | $8,197,321 | 4.38% |
| Beaird Harris Wealth Management, LLC | 1,722,823 | $39,176,992 | 4.11% |