DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 50 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $910 | +17.9% | 34,976 | +12.4% | 0.00% | 0.0% |
| Q1 2024 | $772 | +29.5% | 31,121 | +26.6% | 0.00% | 0.0% |
| Q4 2023 | $596 | +15.1% | 24,575 | +7.5% | 0.00% | 0.0% |
| Q3 2023 | $518 | +53.3% | 22,851 | +60.6% | 0.00% | +100.0% |
| Q2 2023 | $338 | +38.5% | 14,230 | +37.5% | 0.00% | 0.0% |
| Q1 2023 | $244 | – | 10,347 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Unison Advisors LLC | 2,463,387 | $55,795,728 | 6.56% |
| FISCHER INVESTMENT STRATEGIES, LLC | 106,310 | $2,407,930 | 2.44% |
| Fortress Wealth Management, Inc. | 121,717 | $2,756,885 | 1.78% |
| Applied Capital LLC | 61,042 | $1,382,594 | 0.85% |
| Symmetry Partners, LLC | 689,258 | $15,612 | 0.85% |
| RCS Financial Planning, LLC | 47,889 | $1,084,690 | 0.83% |
| Retirement Solution LLC | 101,896 | $2,307,940 | 0.76% |
| Alpha Financial Advisors, LLC | 52,812 | $1,196,199 | 0.76% |
| Mills Wealth Advisors LLC | 31,681 | $717,585 | 0.57% |
| Lodestone Wealth Management LLC | 34,021 | $793,026 | 0.56% |