DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 242 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,378,449 | -0.5% | 51,233 | +0.5% | 0.37% | -4.4% |
| Q1 2024 | $1,385,720 | +28.5% | 50,964 | +21.8% | 0.39% | +16.6% |
| Q4 2023 | $1,078,661 | +57.3% | 41,832 | +45.1% | 0.33% | +43.1% |
| Q3 2023 | $685,717 | +17.7% | 28,835 | +17.0% | 0.23% | +20.8% |
| Q2 2023 | $582,638 | +61.6% | 24,635 | +62.6% | 0.19% | +46.6% |
| Q1 2023 | $360,619 | – | 15,148 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 600,091 | $16,316,474 | 12.32% |
| Shotwell Rutter Baer Inc | 220,279 | $6,051,059 | 12.27% |
| Merriman Wealth Management, LLC | 8,133,187 | $221,141,366 | 9.86% |
| MB Generational Wealth, LLC | 459,527 | $12,494,539 | 9.80% |
| Keyes, Stange & Wooten Wealth Management, LLC | 266,447 | $7,244,694 | 6.38% |
| Private Wealth Management Group, LLC | 447,220 | $12,159,913 | 5.51% |
| Planning Center, Inc. | 808,480 | $21,982,571 | 4.78% |
| Financial Architects, LLC | 236,045 | $6,418,064 | 4.44% |
| Integris Wealth Management, LLC | 567,638 | $15,434,082 | 4.27% |
| Sensible Money, LLC | 291,146 | $7,916,260 | 4.26% |