DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 483 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,220 | +0.0% | 89,585 | +2.3% | 0.84% | -1.6% |
Q1 2024 | $3,219 | +9.5% | 87,585 | +2.3% | 0.85% | -0.4% |
Q4 2023 | $2,941 | +8.4% | 85,601 | +3.0% | 0.86% | -5.3% |
Q3 2023 | $2,712 | -0.4% | 83,138 | +0.3% | 0.90% | +1.2% |
Q2 2023 | $2,724 | -0.6% | 82,923 | -2.5% | 0.89% | -6.8% |
Q1 2023 | $2,740 | – | 85,012 | – | 0.96% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
DIXON FNANCIAL SERVICES, INC. | 1,406,970 | $50,566,509 | 28.35% |
Team Hewins, LLC | 1,801,917 | $64,760,910 | 26.90% |
M Financial Asset Management, Inc. | 118,893 | $4,273 | 16.47% |
Efficient Frontier Advisors LLC | 571,292 | $20,532 | 14.47% |
FMFE Wealth Management, LLC | 374,246 | $13,450,394 | 12.50% |
Trinity Financial Advisors LLC | 602,094 | $21,639,248 | 9.69% |
KRAFT ASSET MANAGEMENT, LLC | 316,463 | $11,373,693 | 9.56% |
Shearwater Capital LLC | 357,806 | $12,859,540 | 9.45% |
VESTIA PERSONAL WEALTH ADVISORS | 238,666 | $8,577,646 | 9.15% |
JACKSON THORNTON ASSET MANAGEMENT, LLC | 1,610,200 | $57,870,599 | 8.86% |