DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 280 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $17,700,074 | +5.3% | 615,013 | +10.2% | 5.88% | -0.4% |
Q1 2024 | $16,804,318 | +16.2% | 558,283 | +12.5% | 5.90% | +5.7% |
Q4 2023 | $14,455,343 | +272.9% | 496,406 | +224.5% | 5.58% | +131.7% |
Q3 2023 | $3,876,361 | +24.1% | 152,974 | +25.9% | 2.41% | +23.7% |
Q2 2023 | $3,123,013 | +32.4% | 121,518 | +28.5% | 1.95% | +21.0% |
Q1 2023 | $2,358,453 | +77.6% | 94,603 | +76.5% | 1.61% | +64.0% |
Q4 2022 | $1,328,019 | – | 53,614 | – | 0.98% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |