DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 117 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,438,821 | +111.3% | 43,680 | +116.0% | 0.42% | +116.5% |
Q1 2024 | $680,978 | +44.2% | 20,225 | +37.2% | 0.19% | +32.9% |
Q4 2023 | $472,155 | +17.6% | 14,740 | +5.4% | 0.15% | +5.0% |
Q3 2023 | $401,655 | +30.5% | 13,990 | +38.4% | 0.14% | +32.4% |
Q2 2023 | $307,851 | +9.0% | 10,110 | +7.6% | 0.10% | +4.0% |
Q1 2023 | $282,320 | – | 9,395 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quantum Financial Advisors, LLC | 860,839 | $25,868,212 | 8.14% |
Retirement Solution LLC | 365,745 | $10,990,641 | 3.86% |
Abacus Wealth Partners, LLC | 317,720 | $9,827,080 | 3.25% |
Francis Financial, Inc. | 137,450 | $4,130,362 | 2.80% |
Brainard Capital Management LLC | 74,988 | $2,253,390 | 1.72% |
Planning Center, Inc. | 134,583 | $4,141,119 | 1.14% |
Adero Partners, LLC | 273,637 | $8,222,783 | 0.90% |
Merriman Wealth Management, LLC | 475,563 | $14,290,672 | 0.74% |
RAM Investment Partners, LLC | 43,755 | $1,314,838 | 0.71% |
Five Oceans Advisors | 35,074 | $1,053,974 | 0.68% |