DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 184 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $398,294 | +2.7% | 14,784 | -2.2% | 0.21% | -9.9% |
Q4 2023 | $387,765 | +11.1% | 15,112 | +0.4% | 0.23% | -2.1% |
Q3 2023 | $349,143 | -4.7% | 15,056 | +0.6% | 0.24% | -7.4% |
Q2 2023 | $366,488 | -3.5% | 14,971 | -4.7% | 0.26% | -14.7% |
Q1 2023 | $379,691 | – | 15,703 | – | 0.30% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 5,613,073 | $135,724,112 | 14.88% |
Planning Center, Inc. | 1,500,954 | $37,178,631 | 10.22% |
Aprio Wealth Management, LLC | 1,243,818 | $30,075,529 | 9.26% |
SATOVSKY ASSET MANAGEMENT LLC | 834,694 | $20,360,787 | 7.58% |
Litman Gregory Wealth Management LLC | 834,694 | $20,360,787 | 7.58% |
Carlson Capital Management | 3,909,057 | $94,520,994 | 6.11% |
Bridgewater Advisors Inc. | 998,249 | $24,137,649 | 5.27% |
CPA Asset Management LLC | 248,475 | $6,008,126 | 4.49% |
BetterWealth, LLC | 424,834 | $10,272,497 | 4.16% |
Silicon Hills Wealth Management, LLC | 271,170 | $6,556,891 | 3.93% |