DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V716. A total of 98 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $846,401 | -2.0% | 24,280 | -3.2% | 0.23% | -5.8% |
| Q1 2024 | $863,519 | +19.0% | 25,095 | +7.7% | 0.24% | +8.1% |
| Q4 2023 | $725,609 | +32.3% | 23,309 | +17.9% | 0.22% | +19.9% |
| Q3 2023 | $548,435 | -1.9% | 19,767 | +1.5% | 0.19% | +1.1% |
| Q2 2023 | $559,087 | +49.2% | 19,477 | +38.3% | 0.18% | +35.3% |
| Q1 2023 | $374,783 | – | 14,079 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution LLC | 6,175,044 | $192,229,112 | 56.87% |
| Quantum Financial Advisors, LLC | 1,791,028 | $55,754,702 | 13.60% |
| AWM CAPITAL, LLC | 1,650,866 | $51,391,460 | 9.40% |
| Abacus Wealth Partners, LLC | 884,958 | $27,548,728 | 4.65% |
| QUARRY HILL ADVISORS, LLC | 143,727 | $4,474,221 | 3.63% |
| Gibson Capital, LLC | 419,424 | $13,056,669 | 3.06% |
| MB Generational Wealth, LLC | 104,573 | $3,255,357 | 3.06% |
| New Capital Management LP | 246,338 | $7,668,502 | 2.43% |
| Northland Capital Management LLC | 111,274 | $3,463,953 | 2.32% |
| Merriman Wealth Management, LLC | 979,804 | $30,501,312 | 1.48% |