DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 278 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,290,093 | +9.5% | 446,705 | +8.2% | 1.24% | +9.2% |
| Q1 2024 | $13,051,737 | +30.2% | 412,899 | +17.9% | 1.14% | +21.3% |
| Q4 2023 | $10,022,398 | +87.6% | 350,311 | +68.4% | 0.94% | +61.5% |
| Q3 2023 | $5,342,647 | +73.3% | 207,966 | +79.0% | 0.58% | +75.3% |
| Q2 2023 | $3,082,754 | +333.7% | 116,155 | +310.8% | 0.33% | +309.9% |
| Q1 2023 | $710,783 | +26.6% | 28,273 | +20.9% | 0.08% | +17.4% |
| Q4 2022 | $561,354 | – | 23,380 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,704,428 | $191,813,673 | 16.28% |
| Christopher J. Hasenberg, Inc | 884,687 | $25,310,895 | 14.11% |
| Grunden Financial Advisory, Inc. | 792,246 | $22,666,169 | 12.74% |
| Oceanside Advisors LLC | 495,346 | $14,171,846 | 12.51% |
| MB Generational Wealth, LLC | 463,479 | $13,260,134 | 12.44% |
| Aprio Wealth Management, LLC | 1,931,353 | $55,256,000 | 12.34% |
| Safeguard Investment Advisory Group, LLC | 1,136,851 | $32,525,289 | 12.25% |
| Merriman Wealth Management, LLC | 7,810,962 | $223,471,610 | 10.86% |
| Planning Center, Inc. | 1,599,476 | $45,761,008 | 10.61% |
| FISCHER INVESTMENT STRATEGIES, LLC | 480,245 | $13,739,811 | 10.39% |