DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $31,764,480 | +14.0% | 1,188,346 | +8.7% | 8.97% | +5.9% |
Q1 2024 | $27,873,027 | +17.9% | 1,093,489 | +15.4% | 8.47% | +2.5% |
Q4 2023 | $23,649,946 | +27.1% | 947,514 | +18.7% | 8.26% | +4.7% |
Q3 2023 | $18,611,281 | +9.4% | 798,425 | +12.8% | 7.90% | +10.9% |
Q2 2023 | $17,017,539 | +24.5% | 707,590 | +22.2% | 7.12% | +14.4% |
Q1 2023 | $13,663,308 | – | 579,199 | – | 6.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Hill Investment Group Partners, LLC | 920,205 | $21,652,427 | 6.04% |
Advisory Services & Investments, LLC | 252,879 | $5,950,000 | 5.68% |
BetterWealth, LLC | 428,703 | $10,087,000 | 4.98% |
Asset Dedication, LLC | 1,101,312 | $25,909,000 | 3.85% |
Syverson Strege & Co | 386,598 | $9,097,000 | 3.34% |
Relaxing Retirement Coach | 238,079 | $5,602,000 | 2.82% |
Stordahl Capital Management, Inc. | 271,030 | $6,377,000 | 2.42% |
Waypoint Wealth Partners Inc. | 259,895 | $6,115,000 | 2.34% |
BALASA DINVERNO & FOLTZ LLC | 1,504,846 | $35,409,000 | 2.23% |
Five Oceans Advisors | 105,164 | $2,475,000 | 1.85% |