DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 537 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,990,395 | -8.4% | 50,685 | -4.6% | 0.05% | -7.0% |
| Q1 2024 | $2,173,094 | +9.3% | 53,132 | -0.6% | 0.06% | -12.3% |
| Q4 2023 | $1,988,772 | +117.1% | 53,433 | +98.4% | 0.06% | +91.2% |
| Q3 2023 | $916,154 | -1.4% | 26,930 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $929,081 | -0.9% | 26,930 | -3.8% | 0.04% | -10.3% |
| Q1 2023 | $937,134 | -0.6% | 27,991 | -0.6% | 0.04% | -13.3% |
| Q4 2022 | $942,970 | +5.5% | 28,165 | -6.8% | 0.04% | -4.3% |
| Q3 2022 | $894,000 | -7.2% | 30,204 | -0.9% | 0.05% | -7.8% |
| Q2 2022 | $963,000 | – | 30,485 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |