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 | $4,398,873 | +79.3% | 92,084 | +80.5% | 0.42% | +46.0% |
| Q1 2024 | $2,453,965 | +140.9% | 51,029 | +143.0% | 0.29% | +72.9% |
| Q4 2023 | $1,018,661 | +41.4% | 20,999 | +35.5% | 0.17% | +16.9% |
| Q3 2023 | $720,239 | -22.9% | 15,499 | -21.0% | 0.14% | -23.7% |
| Q2 2023 | $934,673 | +29.5% | 19,624 | +31.3% | 0.19% | +18.5% |
| Q1 2023 | $722,019 | +15.3% | 14,944 | +14.1% | 0.16% | +8.3% |
| Q4 2022 | $626,024 | +57.7% | 13,094 | +53.7% | 0.14% | +42.2% |
| Q3 2022 | $397,000 | +74.1% | 8,519 | +79.4% | 0.10% | +75.9% |
| Q2 2022 | $228,000 | – | 4,749 | – | 0.06% | – |
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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% |