DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 484 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,538,418 | -4.5% | 64,640 | -0.6% | 0.13% | -9.2% |
| Q1 2024 | $2,658,914 | -9.3% | 65,010 | -17.4% | 0.14% | -20.8% |
| Q4 2023 | $2,930,851 | +21.0% | 78,744 | +10.6% | 0.18% | +9.2% |
| Q3 2023 | $2,423,099 | +256.1% | 71,226 | +261.2% | 0.16% | +239.6% |
| Q2 2023 | $680,375 | +3.0% | 19,721 | 0.0% | 0.05% | -5.9% |
| Q1 2023 | $660,259 | 0.0% | 19,721 | 0.0% | 0.05% | -20.3% |
| Q4 2022 | $660,259 | +13.3% | 19,721 | 0.0% | 0.06% | +4.9% |
| Q3 2022 | $583,000 | -6.4% | 19,721 | 0.0% | 0.06% | +3.4% |
| Q2 2022 | $623,000 | – | 19,721 | – | 0.06% | – |
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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% |