DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 537 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,259,866 | -4.9% | 286,729 | -0.9% | 1.51% | -4.9% |
| Q1 2024 | $11,837,771 | +7.5% | 289,432 | -2.2% | 1.59% | +3.0% |
| Q4 2023 | $11,010,419 | +8.9% | 295,820 | -0.4% | 1.55% | +0.1% |
| Q3 2023 | $10,107,725 | -3.5% | 297,111 | -2.2% | 1.54% | +1.4% |
| Q2 2023 | $10,476,932 | +2.7% | 303,679 | -0.4% | 1.52% | -3.5% |
| Q1 2023 | $10,204,215 | -1.0% | 304,785 | -1.0% | 1.58% | -6.1% |
| Q4 2022 | $10,305,661 | +12.2% | 307,815 | -0.7% | 1.68% | -0.7% |
| Q3 2022 | $9,182,000 | -9.7% | 310,098 | -3.6% | 1.69% | +8.4% |
| Q2 2022 | $10,166,000 | – | 321,692 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |