DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 537 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $721,271 | +9.9% | 17,635 | 0.0% | 0.42% | +9.7% |
| Q4 2023 | $656,374 | +9.8% | 17,635 | +0.4% | 0.38% | +0.8% |
| Q3 2023 | $597,623 | -0.9% | 17,567 | +0.5% | 0.38% | -4.1% |
| Q2 2023 | $602,947 | +3.6% | 17,477 | +0.5% | 0.40% | +7.6% |
| Q1 2023 | $582,165 | +0.5% | 17,388 | +0.5% | 0.37% | -8.2% |
| Q4 2022 | $579,472 | +13.2% | 17,308 | 0.0% | 0.40% | +4.2% |
| Q3 2022 | $512,000 | -6.4% | 17,308 | 0.0% | 0.38% | -3.0% |
| Q2 2022 | $547,000 | – | 17,308 | – | 0.40% | – |
Download | ||||||
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% |