DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 566 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $613,830 | -4.0% | 15,631 | 0.0% | 0.09% | -8.7% |
| Q1 2024 | $639,308 | +8.1% | 15,631 | -1.7% | 0.10% | -2.8% |
| Q4 2023 | $591,650 | +9.4% | 15,896 | 0.0% | 0.11% | -12.4% |
| Q3 2023 | $540,782 | -7.2% | 15,896 | -5.9% | 0.12% | -11.0% |
| Q2 2023 | $582,912 | +3.0% | 16,896 | 0.0% | 0.14% | -7.5% |
| Q1 2023 | $565,679 | +0.0% | 16,896 | 0.0% | 0.15% | +9.7% |
| Q4 2022 | $565,678 | +13.1% | 16,896 | 0.0% | 0.13% | -8.2% |
| Q3 2022 | $500,000 | -21.4% | 16,896 | -16.0% | 0.15% | -13.6% |
| Q2 2022 | $636,000 | – | 20,115 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,573,794 | $157,795,887 | 31.19% |
| M Financial Asset Management, Inc. | 227,999 | $7,866 | 25.35% |
| Meritas Wealth Management, LLC | 874,672 | $30,176,190 | 22.66% |
| Team Hewins, LLC | 1,248,131 | $43,060,511 | 20.55% |
| DIXON FNANCIAL SERVICES, INC. | 820,082 | $28,292,829 | 18.38% |
| Disciplined Equity Management, Inc. | 600,610 | $20,721,046 | 16.88% |
| Heritage Wealth Management, Inc./Texas | 543,006 | $18,733,642 | 16.58% |
| ML & R WEALTH MANAGEMENT LLC | 2,144,037 | $73,969,279 | 16.32% |
| Index Fund Advisors, Inc. | 7,003,838 | $241,632,399 | 15.81% |
| Plancorp, LLC | 6,861,416 | $236,718,860 | 12.77% |