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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,347 | -14.3% | 187,090 | -10.7% | 28.32% | +18.7% |
| Q1 2024 | $8,571 | +9.5% | 209,561 | -0.4% | 23.85% | -3.5% |
| Q4 2023 | $7,828 | +9.7% | 210,327 | +0.2% | 24.71% | +2.6% |
| Q3 2023 | $7,138 | -9.3% | 209,837 | -8.0% | 24.09% | -5.0% |
| Q2 2023 | $7,866 | +26.1% | 227,999 | +22.4% | 25.35% | +14.8% |
| Q1 2023 | $6,239 | -0.3% | 186,347 | +0.1% | 22.08% | -3.3% |
| Q4 2022 | $6,257 | -99.9% | 186,127 | +1.3% | 22.85% | -1.9% |
| Q3 2022 | $5,441,000 | +58.5% | 183,741 | +69.2% | 23.30% | +61.7% |
| Q2 2022 | $3,432,000 | – | 108,594 | – | 14.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |