DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 483 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,568,116 | -11.7% | 321,873 | -9.7% | 0.23% | -70.9% |
| Q1 2024 | $13,104,866 | -53.7% | 356,595 | -56.7% | 0.80% | -53.9% |
| Q4 2023 | $28,293,158 | -18.6% | 823,433 | -22.7% | 1.74% | -17.1% |
| Q3 2023 | $34,755,827 | +0.4% | 1,065,476 | +1.1% | 2.10% | +16.1% |
| Q2 2023 | $34,608,066 | -5.5% | 1,053,518 | -7.2% | 1.81% | -10.7% |
| Q1 2023 | $36,607,511 | +6.0% | 1,135,821 | 0.0% | 2.03% | +117.4% |
| Q4 2022 | $34,528,958 | +27.6% | 1,135,821 | +8.2% | 0.93% | +31.4% |
| Q3 2022 | $27,053,000 | +32.2% | 1,050,189 | +48.3% | 0.71% | +47.0% |
| Q2 2022 | $20,463,000 | -8.7% | 708,302 | +5.8% | 0.48% | +4.8% |
| Q1 2022 | $22,413,000 | +94.0% | 669,457 | +90.1% | 0.46% | +102.2% |
| Q4 2021 | $11,556,000 | – | 352,110 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |