DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 180 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,924,879 | +3.0% | 404,028 | +1.8% | 4.60% | +3.2% |
| Q1 2024 | $12,551,464 | -3.3% | 397,072 | -12.5% | 4.46% | -17.6% |
| Q4 2023 | $12,985,291 | +53.7% | 453,872 | +38.0% | 5.42% | +45.8% |
| Q3 2023 | $8,448,490 | +19.6% | 328,863 | +23.6% | 3.72% | +20.8% |
| Q2 2023 | $7,061,737 | -21.5% | 266,079 | -25.6% | 3.08% | -25.7% |
| Q1 2023 | $8,995,947 | +14.7% | 357,834 | +9.5% | 4.14% | +8.9% |
| Q4 2022 | $7,845,195 | – | 326,747 | – | 3.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |