DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V682. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $288,559 | -0.5% | 8,624 | -4.2% | 0.08% | -4.9% |
| Q1 2024 | $289,961 | +11.6% | 9,005 | +9.6% | 0.08% | +1.2% |
| Q4 2023 | $259,863 | +19.6% | 8,217 | +11.2% | 0.08% | +8.1% |
| Q3 2023 | $217,192 | -1.2% | 7,390 | +2.4% | 0.07% | +2.8% |
| Q2 2023 | $219,777 | – | 7,220 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Five Oceans Advisors | 325,649 | $10,896,216 | 5.71% |
| AWM CAPITAL, LLC | 637,473 | $21,329,846 | 3.24% |
| Quantum Financial Advisors, LLC | 547,370 | $18,315,000 | 3.22% |
| Abacus Wealth Partners, LLC | 430,319 | $14,398,484 | 2.39% |
| Retirement Solution LLC | 214,084 | $7,163,254 | 1.92% |
| Francis Financial, Inc. | 111,740 | $3,738,821 | 1.13% |
| Greenspring Advisors, LLC | 133,416 | $4,464,099 | 1.08% |
| Cordant, Inc. | 34,190 | $1,143,998 | 0.64% |
| Cook Wealth, LLC | 34,537 | $1,142,829 | 0.62% |
| Northland Capital Management LLC | 25,979 | $869,242 | 0.61% |