DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 482 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,086,797 | -5.3% | 205,928 | -1.3% | 3.50% | -9.5% |
| Q1 2024 | $8,536,365 | +9.8% | 208,713 | -0.1% | 3.87% | +0.7% |
| Q4 2023 | $7,777,455 | +7.3% | 208,959 | -1.9% | 3.84% | -5.1% |
| Q3 2023 | $7,246,804 | -0.4% | 213,016 | +1.1% | 4.05% | -0.2% |
| Q2 2023 | $7,272,497 | +0.0% | 210,797 | -2.9% | 4.06% | -6.9% |
| Q1 2023 | $7,270,986 | -0.6% | 217,174 | -0.6% | 4.36% | -8.9% |
| Q4 2022 | $7,314,000 | +11.4% | 218,468 | -1.5% | 4.79% | -1.2% |
| Q3 2022 | $6,567,000 | -7.0% | 221,796 | -0.7% | 4.85% | -6.8% |
| Q2 2022 | $7,062,000 | – | 223,471 | – | 5.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |