DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 218 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $30,427,137 | +46.7% | 1,157,365 | +49.3% | 12.78% | +46.0% |
| Q1 2024 | $20,736,308 | -6.3% | 775,189 | -10.6% | 8.75% | -1.7% |
| Q4 2023 | $22,130,003 | -12.2% | 866,823 | -19.7% | 8.91% | -40.8% |
| Q3 2023 | $25,193,716 | -5.4% | 1,078,960 | -1.7% | 15.03% | +10.1% |
| Q2 2023 | $26,645,524 | +4.9% | 1,097,879 | +4.0% | 13.66% | -2.0% |
| Q1 2023 | $25,405,755 | – | 1,055,495 | – | 13.94% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |