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 | $274,379 | -3.9% | 6,987 | +0.0% | 0.06% | +1.8% |
| Q1 2024 | $285,646 | +9.9% | 6,984 | 0.0% | 0.06% | +9.8% |
| Q4 2023 | $259,945 | +9.4% | 6,984 | 0.0% | 0.05% | -3.8% |
| Q3 2023 | $237,596 | -1.4% | 6,984 | 0.0% | 0.05% | +3.9% |
| Q2 2023 | $240,948 | +3.0% | 6,984 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $233,825 | +0.0% | 6,984 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $233,800 | +12.9% | 6,984 | 0.0% | 0.05% | -2.0% |
| Q3 2022 | $207,000 | – | 6,984 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,465,635 | $149,509,474 | 38.56% |
| Team Hewins, LLC | 1,321,690 | $44,250,174 | 23.48% |
| Meritas Wealth Management, LLC | 867,326 | $29,038,061 | 22.84% |
| M Financial Asset Management, Inc. | 186,347 | $6,239 | 22.08% |
| ML & R WEALTH MANAGEMENT LLC | 2,161,688 | $72,373,327 | 19.36% |
| DIXON FNANCIAL SERVICES, INC. | 821,684 | $27,509,980 | 18.67% |
| Disciplined Equity Management, Inc. | 598,128 | $20,025,326 | 16.95% |
| Heritage Wealth Management, Inc./Texas | 513,465 | $17,190,862 | 16.55% |
| Index Fund Advisors, Inc. | 7,125,609 | $238,565,386 | 16.30% |
| Plancorp, LLC | 6,887,758 | $230,602,122 | 12.96% |