DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V716. A total of 85 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,523,795 | +21.6% | 72,398 | +20.1% | 0.36% | +17.8% |
| Q1 2024 | $2,074,923 | +12.0% | 60,300 | +1.3% | 0.30% | +7.4% |
| Q4 2023 | $1,853,045 | +2.5% | 59,526 | -8.7% | 0.28% | -11.6% |
| Q3 2023 | $1,808,586 | +272.6% | 65,186 | +285.5% | 0.32% | +276.5% |
| Q2 2023 | $485,431 | +6.0% | 16,911 | -1.7% | 0.08% | +1.2% |
| Q1 2023 | $457,998 | – | 17,205 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution LLC | 5,999,862 | $209,155,190 | 56.20% |
| Quantum Financial Advisors, LLC | 2,142,767 | $74,696,858 | 13.12% |
| AWM CAPITAL, LLC | 2,135,935 | $74,458,709 | 11.32% |
| Abacus Wealth Partners, LLC | 916,245 | $31,940,297 | 5.29% |
| QUARRY HILL ADVISORS, LLC | 169,291 | $5,901,469 | 3.95% |
| New Capital Management LP | 312,657 | $10,899,223 | 3.34% |
| Gibson Capital, LLC | 401,323 | $13,990,120 | 3.09% |
| Northland Capital Management LLC | 123,100 | $4,291,270 | 3.00% |
| MB Generational Wealth, LLC | 89,078 | $3,105,259 | 2.41% |
| Heritage Financial Services, LLC | 312,681 | $10,900,060 | 1.56% |