DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 201 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $599,244 | +67.9% | 18,732 | +65.9% | 0.32% | +63.6% |
| Q1 2024 | $356,894 | +52.5% | 11,291 | +38.1% | 0.20% | +42.3% |
| Q4 2023 | $233,985 | +11.4% | 8,178 | +0.0% | 0.14% | +7.0% |
| Q3 2023 | $210,003 | +19.5% | 8,174 | +23.4% | 0.13% | +36.2% |
| Q2 2023 | $175,736 | -47.1% | 6,622 | -49.9% | 0.09% | -32.9% |
| Q1 2023 | $332,368 | +549.6% | 13,221 | +520.4% | 0.14% | +460.0% |
| Q4 2022 | $51,168 | +46.2% | 2,131 | +31.0% | 0.02% | +56.2% |
| Q3 2022 | $35,000 | +94.4% | 1,627 | +102.6% | 0.02% | +100.0% |
| Q2 2022 | $18,000 | – | 803 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |