DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 418 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $374,678 | +6.6% | 14,483 | +1.8% | 0.18% | +0.5% |
| Q1 2024 | $351,602 | +39.2% | 14,223 | +35.7% | 0.18% | +22.7% |
| Q4 2023 | $252,644 | +7.6% | 10,479 | +0.7% | 0.15% | -3.8% |
| Q3 2023 | $234,748 | +16.4% | 10,401 | +21.0% | 0.16% | +13.9% |
| Q2 2023 | $201,622 | +66.6% | 8,594 | +42.6% | 0.14% | +38.4% |
| Q3 2022 | $121,000 | – | 6,028 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PBMares Wealth Management LLC | 121,817 | $3,609,000 | 1.97% |
| Adams Chetwood Wealth Management LLC | 93,717 | $2,776,000 | 1.96% |
| COLLECTIVE FAMILY OFFICE LLC | 115,517 | $3,422,000 | 1.46% |
| Syverson Strege & Co | 36,212 | $1,073,000 | 0.96% |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 113,133 | $3,352,000 | 0.86% |
| Gradient Capital Advisors, LLC | 57,326 | $1,698,000 | 0.80% |
| FIRETHORN WEALTH PARTNERS, LLC | 30,183 | $894,000 | 0.75% |
| FIRST NATIONAL BANK SIOUX FALLS | 13,835 | $410,000 | 0.62% |
| EVOKE WEALTH, LLC | 521,584 | $15,452,000 | 0.59% |
| Hill Investment Group Partners, LLC | 23,454 | $694,836 | 0.58% |