DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 278 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,455,742 | +21.2% | 422,472 | +20.3% | 1.66% | +0.2% |
| Q1 2024 | $11,100,940 | +33.2% | 351,184 | +20.5% | 1.66% | +31.5% |
| Q4 2023 | $8,337,021 | +69.4% | 291,402 | +52.1% | 1.26% | +60.2% |
| Q3 2023 | $4,921,805 | +19.9% | 191,584 | +23.9% | 0.79% | -4.1% |
| Q2 2023 | $4,104,316 | +20.5% | 154,646 | +14.1% | 0.82% | +10.6% |
| Q1 2023 | $3,406,623 | +34.1% | 135,506 | +28.0% | 0.74% | +21.0% |
| Q4 2022 | $2,541,278 | +632.4% | 105,842 | +550.6% | 0.62% | +540.6% |
| Q3 2022 | $347,000 | -46.9% | 16,268 | -44.0% | 0.10% | -28.9% |
| Q2 2022 | $653,000 | – | 29,039 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |