DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 124 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,987,211 | -0.6% | 187,507 | -0.3% | 4.47% | -7.2% |
| Q1 2024 | $9,044,911 | -1.3% | 188,083 | -0.5% | 4.82% | -6.5% |
| Q4 2023 | $9,166,741 | +15.1% | 188,966 | +10.2% | 5.16% | +6.6% |
| Q3 2023 | $7,965,934 | -0.3% | 171,421 | +2.2% | 4.84% | -0.9% |
| Q2 2023 | $7,991,266 | +97223.9% | 167,778 | -1.3% | 4.88% | -5.2% |
| Q1 2023 | $8,211 | -0.1% | 169,941 | -1.1% | 5.15% | -3.9% |
| Q4 2022 | $8,218 | – | 171,879 | – | 5.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 243,449 | $11,629,543 | 8.70% |
| Rather & Kittrell, Inc. | 580,239 | $27,718,017 | 7.63% |
| Austin Wealth Management, LLC | 564,237 | $27,097,595 | 6.35% |
| RAM Investment Partners, LLC | 346,512 | $16,552,878 | 4.80% |
| MARYLAND CAPITAL ADVISORS INC. | 183,926 | $8,786,146 | 4.73% |
| Compass Financial Group, Inc. | 187,507 | $8,987,211 | 4.47% |
| PBMares Wealth Management LLC | 356,127 | $17,012,169 | 4.18% |
| Beaird Harris Wealth Management, LLC | 847,601 | $40,489,913 | 3.81% |
| MBL Wealth, LLC | 698,473 | $33,366,056 | 3.72% |
| Truepoint, Inc. | 2,590,947 | $123,769,538 | 3.53% |