DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 251 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,450,221 | +11.3% | 46,365 | +1.8% | 0.12% | +11.4% |
| Q4 2023 | $1,303,231 | +8.8% | 45,552 | -2.3% | 0.10% | -13.9% |
| Q3 2023 | $1,198,371 | -47.1% | 46,647 | -45.4% | 0.12% | -34.4% |
| Q2 2023 | $2,266,868 | +390.7% | 85,413 | +364.8% | 0.19% | +295.7% |
| Q1 2023 | $462,013 | -76.7% | 18,377 | -77.8% | 0.05% | -73.3% |
| Q4 2022 | $1,985,853 | -11.3% | 82,709 | -21.2% | 0.18% | -17.8% |
| Q3 2022 | $2,240,000 | +161.4% | 104,981 | +177.0% | 0.21% | +170.9% |
| Q2 2022 | $857,000 | – | 37,894 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |