DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 56 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,111,828 | -3.1% | 212,364 | +1.4% | 4.25% | -2.4% |
| Q1 2024 | $6,305,971 | +5.4% | 209,501 | +2.0% | 4.35% | -1.4% |
| Q4 2023 | $5,980,948 | +21.8% | 205,390 | +6.0% | 4.41% | +2.1% |
| Q3 2023 | $4,911,746 | +1.3% | 193,834 | +2.8% | 4.32% | +7.9% |
| Q2 2023 | $4,847,244 | +12.5% | 188,609 | +9.1% | 4.00% | +2.4% |
| Q1 2023 | $4,308,171 | +4.6% | 172,811 | +3.9% | 3.91% | -4.6% |
| Q4 2022 | $4,120,132 | +15.6% | 166,336 | +1.7% | 4.10% | +8.9% |
| Q3 2022 | $3,564,000 | +27.7% | 163,556 | +32.3% | 3.76% | +41.2% |
| Q2 2022 | $2,790,000 | – | 123,651 | – | 2.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
| Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
| Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
| Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
| Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
| Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
| Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
| Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
| Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
| BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |