DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 190 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,304,229 | +7.2% | 123,615 | +2.2% | 0.64% | +3.9% |
| Q1 2024 | $3,083,131 | +25.0% | 120,955 | +22.4% | 0.62% | +10.4% |
| Q4 2023 | $2,466,847 | +25.9% | 98,832 | +17.6% | 0.56% | +13.4% |
| Q3 2023 | $1,959,229 | +49.1% | 84,051 | +53.8% | 0.49% | +49.1% |
| Q2 2023 | $1,314,237 | +18.6% | 54,646 | +16.4% | 0.33% | +9.3% |
| Q1 2023 | $1,107,693 | +62.5% | 46,956 | +54.7% | 0.30% | +48.8% |
| Q4 2022 | $681,841 | +40.3% | 30,358 | +27.6% | 0.20% | +23.8% |
| Q3 2022 | $486,000 | – | 23,798 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |