DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 151 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,969,030 | +7.7% | 318,490 | +7.8% | 2.90% | +4.5% |
| Q1 2024 | $13,893,547 | +10.7% | 295,356 | +10.6% | 2.78% | -2.3% |
| Q4 2023 | $12,549,743 | -8.7% | 266,959 | -10.0% | 2.84% | -17.7% |
| Q3 2023 | $13,750,604 | -10.7% | 296,477 | -10.8% | 3.45% | -10.7% |
| Q2 2023 | $15,402,337 | +3.0% | 332,305 | +3.7% | 3.87% | -5.2% |
| Q1 2023 | $14,953,644 | +14.0% | 320,481 | +12.6% | 4.08% | +4.4% |
| Q4 2022 | $13,114,956 | -10.8% | 284,551 | -11.0% | 3.90% | -21.4% |
| Q3 2022 | $14,703,000 | +23614.5% | 319,629 | +24562.7% | 4.97% | +26047.4% |
| Q1 2022 | $62,000 | – | 1,296 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |