DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,109,900 | +5.9% | 40,360 | 0.0% | 0.55% | +8.9% |
| Q1 2024 | $1,047,746 | +3.0% | 40,360 | 0.0% | 0.50% | -7.0% |
| Q4 2023 | $1,017,072 | +11.3% | 40,360 | +4.6% | 0.54% | -16.0% |
| Q3 2023 | $913,662 | -2.9% | 38,600 | 0.0% | 0.64% | +10.4% |
| Q2 2023 | $940,682 | +4.2% | 38,600 | 0.0% | 0.58% | +0.3% |
| Q1 2023 | $902,341 | – | 38,600 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Heritage Financial Services, LLC | 1,467,249 | $35,756,863 | 7.16% |
| Sensible Money, LLC | 332,057 | $8,092,233 | 5.89% |
| Asset Dedication, LLC | 1,859,805 | $45,339 | 3.87% |
| 3D/L Capital Management, LLC | 455,991 | $11,112,497 | 3.21% |
| Del-Sette Capital Management, LLC | 132,041 | $3,217,839 | 3.05% |
| True Wealth Design, LLC | 319,153 | $7,777,761 | 2.84% |
| Opes Wealth Management LLC | 320,808 | $7,818,091 | 2.22% |
| Boyce & Associates Wealth Consulting, Inc. | 52,409 | $1,277,207 | 2.13% |
| Verum Partners LLC | 84,783 | $2,066,164 | 1.88% |
| LAM GROUP, INC. | 75,840 | $1,848,221 | 1.72% |