DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 259 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $438,320 | -6.1% | 15,230 | -1.8% | 0.01% | 0.0% |
| Q1 2024 | $466,972 | +3.4% | 15,514 | 0.0% | 0.01% | -20.0% |
| Q4 2023 | $451,768 | +38.2% | 15,514 | +20.2% | 0.02% | +25.0% |
| Q3 2023 | $326,988 | +4.2% | 12,904 | +5.6% | 0.01% | 0.0% |
| Q2 2023 | $313,900 | +22.9% | 12,214 | +19.2% | 0.01% | +9.1% |
| Q1 2023 | $255,358 | – | 10,243 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
| Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
| Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
| Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
| Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
| Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
| Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
| Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
| Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
| BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |