DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 566 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $10,819,014 | +6.4% | 264,524 | -3.2% | 4.80% | -4.5% |
| Q4 2023 | $10,166,295 | +7.6% | 273,142 | -1.7% | 5.02% | -4.3% |
| Q3 2023 | $9,449,969 | -1.5% | 277,778 | -0.1% | 5.25% | -1.9% |
| Q2 2023 | $9,593,919 | +2.8% | 278,085 | -0.2% | 5.35% | -4.1% |
| Q1 2023 | $9,328,783 | -3.7% | 278,638 | -3.7% | 5.58% | -10.7% |
| Q4 2022 | $9,684,001 | +12.2% | 289,246 | -0.8% | 6.25% | +3.3% |
| Q3 2022 | $8,631,000 | -2.1% | 291,484 | +4.4% | 6.05% | -3.7% |
| Q2 2022 | $8,819,000 | – | 279,069 | – | 6.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESOURCE CONSULTING GROUP INC | 4,573,794 | $157,795,887 | 31.19% |
| M Financial Asset Management, Inc. | 227,999 | $7,866 | 25.35% |
| Meritas Wealth Management, LLC | 874,672 | $30,176,190 | 22.66% |
| Team Hewins, LLC | 1,248,131 | $43,060,511 | 20.55% |
| DIXON FNANCIAL SERVICES, INC. | 820,082 | $28,292,829 | 18.38% |
| Disciplined Equity Management, Inc. | 600,610 | $20,721,046 | 16.88% |
| Heritage Wealth Management, Inc./Texas | 543,006 | $18,733,642 | 16.58% |
| ML & R WEALTH MANAGEMENT LLC | 2,144,037 | $73,969,279 | 16.32% |
| Index Fund Advisors, Inc. | 7,003,838 | $241,632,399 | 15.81% |
| Plancorp, LLC | 6,861,416 | $236,718,860 | 12.77% |