DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 308 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 1.00 and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,258,620 | -13.0% | 390,210 | -11.5% | 3.00% | -10.7% |
| Q1 2024 | $11,796,026 | +9.5% | 440,973 | +4.5% | 3.36% | +0.4% |
| Q4 2023 | $10,772,706 | +48.0% | 421,963 | +35.3% | 3.34% | +32.2% |
| Q3 2023 | $7,280,722 | -6.0% | 311,808 | -2.3% | 2.53% | -4.6% |
| Q2 2023 | $7,742,301 | -1.9% | 319,007 | -2.7% | 2.65% | -5.8% |
| Q1 2023 | $7,890,559 | +5.5% | 327,885 | -2.0% | 2.81% | -4.3% |
| Q4 2022 | $7,480,207 | +65.2% | 334,685 | +41.6% | 2.94% | +54.1% |
| Q3 2022 | $4,528,000 | -57.5% | 236,344 | -52.3% | 1.91% | -53.3% |
| Q2 2022 | $10,656,000 | – | 495,170 | – | 4.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |