DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 161 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,255,563 | -3.6% | 1,219,501 | -3.0% | 2.29% | -23.7% |
| Q1 2024 | $60,443,600 | +1242.9% | 1,256,885 | +1197.6% | 3.00% | +991.6% |
| Q4 2023 | $4,501,084 | 0.0% | 96,860 | 0.0% | 0.28% | 0.0% |
| Q3 2023 | $4,501,084 | -2.6% | 96,860 | -0.1% | 0.28% | -0.7% |
| Q2 2023 | $4,619,491 | -1.4% | 96,987 | +0.0% | 0.28% | -6.4% |
| Q1 2023 | $4,685,444 | +1.5% | 96,977 | +0.4% | 0.30% | -14.2% |
| Q4 2022 | $4,617,729 | – | 96,585 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 243,449 | $11,629,543 | 8.70% |
| Rather & Kittrell, Inc. | 580,239 | $27,718,017 | 7.63% |
| Austin Wealth Management, LLC | 564,237 | $27,097,595 | 6.35% |
| RAM Investment Partners, LLC | 346,512 | $16,552,878 | 4.80% |
| MARYLAND CAPITAL ADVISORS INC. | 183,926 | $8,786,146 | 4.73% |
| Compass Financial Group, Inc. | 187,507 | $8,987,211 | 4.47% |
| PBMares Wealth Management LLC | 356,127 | $17,012,169 | 4.18% |
| Beaird Harris Wealth Management, LLC | 847,601 | $40,489,913 | 3.81% |
| MBL Wealth, LLC | 698,473 | $33,366,056 | 3.72% |
| Truepoint, Inc. | 2,590,947 | $123,769,538 | 3.53% |