DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,737,346 | +18.2% | 122,071 | +18.3% | 0.87% | +7.7% |
| Q1 2024 | $4,855,221 | +6.1% | 103,215 | +6.0% | 0.81% | -3.2% |
| Q4 2023 | $4,578,129 | +2.1% | 97,386 | +0.7% | 0.84% | -8.2% |
| Q3 2023 | $4,483,177 | +1.1% | 96,662 | +1.1% | 0.91% | -14.8% |
| Q2 2023 | $4,433,206 | +15.1% | 95,646 | +15.9% | 1.07% | -1.3% |
| Q1 2023 | $3,851,318 | +19.6% | 82,540 | +18.2% | 1.08% | -1.1% |
| Q4 2022 | $3,219,817 | +2.3% | 69,859 | +2.3% | 1.10% | +3.1% |
| Q3 2022 | $3,147,000 | +125.9% | 68,291 | +129.9% | 1.06% | +55.6% |
| Q2 2022 | $1,393,000 | +19.5% | 29,704 | +22.0% | 0.68% | -4.9% |
| Q1 2022 | $1,166,000 | +81.6% | 24,341 | +89.6% | 0.72% | +47.1% |
| Q4 2021 | $642,000 | – | 12,837 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2,000,410 | $94,019,273 | 12.69% |
| Planning Center, Inc. | 1,972,246 | $92,695,562 | 12.11% |
| Valued Wealth Advisors LLC | 348,894 | $16,398,018 | 11.26% |
| Grunden Financial Advisory, Inc. | 449,385 | $21,121,117 | 11.03% |
| Signature Resources Capital Management, LLC | 271,041 | $12,738,922 | 10.59% |
| Beaird Harris Wealth Management, LLC | 2,371,759 | $111,472,661 | 10.49% |
| WPWealth LLP | 886,132 | $41,648,216 | 10.06% |
| Keyes, Stange & Wooten Wealth Management, LLC | 279,202 | $13,122,503 | 9.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,079,668 | $50,744,403 | 8.70% |
| Onyx Financial Advisors, LLC | 306,417 | $14,401,616 | 8.63% |