DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 165 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $508,061 | +1.4% | 10,810 | +1.5% | 0.08% | -3.4% |
| Q1 2024 | $500,898 | +9.5% | 10,648 | +9.4% | 0.09% | -2.2% |
| Q4 2023 | $457,459 | +14.4% | 9,731 | +12.8% | 0.09% | -6.2% |
| Q3 2023 | $399,941 | +67.9% | 8,623 | +67.8% | 0.10% | +65.5% |
| Q2 2023 | $238,175 | -32.9% | 5,139 | -32.7% | 0.06% | -38.3% |
| Q1 2023 | $355,005 | -1.1% | 7,633 | -2.0% | 0.09% | -1.1% |
| Q4 2022 | $358,988 | -0.0% | 7,789 | -0.2% | 0.10% | -11.2% |
| Q3 2022 | $359,000 | – | 7,807 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |