DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 551 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,271,581 | +5.3% | 31,090 | -4.2% | 0.08% | -7.2% |
| Q4 2023 | $1,207,342 | +9.4% | 32,438 | 0.0% | 0.08% | +1.2% |
| Q3 2023 | $1,103,541 | -5.1% | 32,438 | -3.8% | 0.08% | +2.5% |
| Q2 2023 | $1,162,926 | +3.0% | 33,708 | 0.0% | 0.08% | -4.8% |
| Q1 2023 | $1,128,544 | +4.2% | 33,708 | +4.2% | 0.08% | -4.5% |
| Q4 2022 | $1,083,413 | +13.1% | 32,360 | 0.0% | 0.09% | -5.4% |
| Q3 2022 | $958,000 | -7.5% | 32,360 | -1.3% | 0.09% | -4.1% |
| Q2 2022 | $1,036,000 | – | 32,781 | – | 0.10% | – |
Download | ||||||
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% |