DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 251 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,415,821 | +5.0% | 75,518 | +3.7% | 0.23% | -7.3% |
| Q1 2024 | $2,300,955 | +15.7% | 72,792 | +4.7% | 0.25% | -4.3% |
| Q4 2023 | $1,988,481 | +23.6% | 69,503 | +11.0% | 0.26% | +12.7% |
| Q3 2023 | $1,609,067 | +5.9% | 62,634 | +9.5% | 0.23% | +11.8% |
| Q2 2023 | $1,518,725 | +14.2% | 57,224 | +8.1% | 0.20% | +4.6% |
| Q1 2023 | $1,330,208 | +14.1% | 52,912 | +9.0% | 0.20% | +6.0% |
| Q4 2022 | $1,166,000 | +88.4% | 48,547 | +67.3% | 0.18% | +80.4% |
| Q3 2022 | $619,000 | +52.5% | 29,021 | +60.6% | 0.10% | +96.2% |
| Q2 2022 | $406,000 | – | 18,065 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |