DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 232 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,051,882 | +150.7% | 224,936 | +153.3% | 4.97% | +150.5% |
| Q1 2024 | $2,414,421 | -61.6% | 88,799 | -63.6% | 1.98% | -64.1% |
| Q4 2023 | $6,289,012 | +12.2% | 243,902 | +3.4% | 5.53% | +0.3% |
| Q3 2023 | $5,607,098 | +1.3% | 235,790 | +0.8% | 5.52% | +5.0% |
| Q2 2023 | $5,532,444 | -8.7% | 233,930 | -8.1% | 5.25% | -12.0% |
| Q1 2023 | $6,056,373 | – | 254,416 | – | 5.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| Sensible Money, LLC | 224,038 | $5,333,217 | 4.60% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |