DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V666. A total of 39 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $11,045,553 | +15.8% | 382,067 | +20.2% | 1.28% | +8.2% |
Q1 2024 | $9,536,397 | +51.3% | 317,986 | +36.5% | 1.19% | +34.3% |
Q4 2023 | $6,301,974 | +31.5% | 232,975 | +20.6% | 0.88% | +0.8% |
Q3 2023 | $4,793,695 | +41.1% | 193,216 | +44.4% | 0.88% | +46.0% |
Q2 2023 | $3,398,100 | +255.8% | 133,783 | +244.1% | 0.60% | +188.5% |
Q1 2023 | $955,117 | +190.4% | 38,875 | +190.0% | 0.21% | +193.0% |
Q4 2022 | $328,849 | – | 13,406 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tilson Financial Group, Inc. | 444,082 | $12,838 | 12.97% |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,349,376 | $67,920,458 | 10.92% |
EnRich Financial Partners LLC | 960,044 | $27,754,883 | 10.18% |
STAGE HARBOR FINANCIAL, LLC | 354,448 | $10,247,088 | 9.90% |
ACORN CREEK CAPITAL LLC | 541,838 | $15,664,521 | 9.35% |
WPWealth LLP | 1,284,599 | $37,137,752 | 8.97% |
Team Hewins, LLC | 729,839 | $21,099,657 | 8.76% |
GREAT OAK CAPITAL PARTNERS, LLC | 780,824 | $22,721,972 | 8.55% |
Lakeshore Financial Planning, Inc. | 591,839 | $17,110,065 | 8.35% |
DiNuzzo Private Wealth, Inc. | 1,852,077 | $53,543,555 | 7.23% |