DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 239 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,369,805 | +1.8% | 52,103 | +3.6% | 0.37% | -2.4% |
| Q1 2024 | $1,345,034 | +32.8% | 50,281 | +26.7% | 0.38% | +20.5% |
| Q4 2023 | $1,013,124 | +105.9% | 39,683 | +88.3% | 0.31% | +86.8% |
| Q3 2023 | $492,000 | +0.8% | 21,070 | +4.8% | 0.17% | +3.7% |
| Q2 2023 | $488,061 | – | 20,109 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |