DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 399 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $77,435 | -3.1% | 2,155 | -1.0% | 0.04% | -2.4% |
| Q1 2024 | $79,952 | +7.0% | 2,176 | 0.0% | 0.04% | -4.5% |
| Q4 2023 | $74,752 | +5.3% | 2,176 | 0.0% | 0.04% | -4.3% |
| Q3 2023 | $70,967 | -1.9% | 2,176 | -3.0% | 0.05% | -4.2% |
| Q1 2023 | $72,333 | +6.3% | 2,244 | +0.2% | 0.05% | -4.0% |
| Q4 2022 | $68,065 | -2.8% | 2,239 | -17.5% | 0.05% | -10.7% |
| Q3 2022 | $70,000 | -30.0% | 2,715 | -21.4% | 0.06% | -27.3% |
| Q2 2022 | $100,000 | -17.4% | 3,454 | -4.6% | 0.08% | +5.5% |
| Q1 2022 | $121,000 | +175.0% | 3,622 | +169.7% | 0.07% | +192.0% |
| Q4 2021 | $44,000 | +450.0% | 1,343 | +428.7% | 0.02% | +400.0% |
| Q3 2021 | $8,000 | – | 254 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |