DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V849. A total of 165 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $33,366,056 | +0.6% | 698,473 | +1.3% | 3.72% | -1.0% |
| Q1 2024 | $33,169,501 | +4.9% | 689,738 | +5.8% | 3.76% | -4.9% |
| Q4 2023 | $31,625,998 | +4.1% | 651,948 | -0.3% | 3.96% | -7.5% |
| Q3 2023 | $30,384,085 | +7.7% | 653,843 | +10.4% | 4.28% | +7.4% |
| Q2 2023 | $28,216,012 | +54.6% | 592,400 | +56.8% | 3.98% | +39.5% |
| Q1 2023 | $18,254,616 | +152824.7% | 377,825 | +51.3% | 2.85% | +25.0% |
| Q4 2022 | $11,937 | +586.4% | 249,680 | +569.8% | 2.28% | +508.8% |
| Q3 2022 | $1,739 | – | 37,275 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ASSET PLANNING CORPORATION | 308,283 | $14,738,990 | 12.27% |
| Rather & Kittrell, Inc. | 401,581 | $19,199,588 | 10.21% |
| MARYLAND CAPITAL ADVISORS INC. | 147,764 | $7,064,597 | 6.60% |
| First Ascent Asset Management, LLC | 873,762 | $41,774,543 | 6.39% |
| RAM Investment Partners, LLC | 213,276 | $10,196,726 | 6.27% |
| Compass Financial Group, Inc. | 171,879 | $8,218 | 5.36% |
| LEGACY FINANCIAL GROUP, INC. | 154,454 | $7,384,446 | 4.55% |
| PBMares Wealth Management LLC | 229,746 | $10,984,151 | 4.44% |
| QUARRY HILL ADVISORS, LLC | 90,929 | $4,347,321 | 4.40% |
| COLLECTIVE FAMILY OFFICE LLC | 195,423 | $9,343,174 | 4.20% |