DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $20,631,207 | -0.3% | 784,755 | +1.5% | 14.34% | +0.4% |
| Q1 2024 | $20,692,107 | +7.3% | 773,537 | +2.4% | 14.27% | +0.4% |
| Q4 2023 | $19,283,288 | +13.5% | 755,319 | +3.8% | 14.22% | -4.8% |
| Q3 2023 | $16,987,796 | -2.5% | 727,529 | +1.3% | 14.94% | +3.8% |
| Q2 2023 | $17,423,548 | +7.4% | 717,905 | +6.5% | 14.39% | -2.3% |
| Q1 2023 | $16,225,412 | +11.4% | 674,233 | +3.4% | 14.73% | +1.6% |
| Q4 2022 | $14,568,774 | +16.8% | 651,847 | +0.1% | 14.49% | +10.0% |
| Q3 2022 | $12,477,000 | +14.9% | 651,204 | +29.1% | 13.17% | +27.0% |
| Q2 2022 | $10,858,000 | – | 504,565 | – | 10.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |