DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 184 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $988,856 | 0.0% | 36,706 | 0.0% | 0.84% | 0.0% |
| Q1 2024 | $988,856 | +3.4% | 36,706 | -1.5% | 0.84% | -2.8% |
| Q4 2023 | $956,166 | +10.6% | 37,263 | -0.0% | 0.87% | -1.7% |
| Q3 2023 | $864,385 | +5.9% | 37,274 | +11.8% | 0.88% | +15.2% |
| Q2 2023 | $816,507 | +4.0% | 33,354 | +2.7% | 0.76% | +9.3% |
| Q1 2023 | $785,149 | +43.8% | 32,471 | +31.1% | 0.70% | +40.6% |
| Q4 2022 | $546,068 | +66.5% | 24,765 | +44.1% | 0.50% | +59.1% |
| Q3 2022 | $328,000 | +82.2% | 17,182 | +103.5% | 0.31% | +86.3% |
| Q2 2022 | $180,000 | – | 8,445 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,808,882 | $149,055,920 | 12.65% |
| Planning Center, Inc. | 1,667,386 | $42,785,125 | 9.92% |
| Aprio Wealth Management, LLC | 1,324,899 | $33,996,903 | 7.59% |
| SATOVSKY ASSET MANAGEMENT LLC | 898,961 | $23,067,337 | 7.18% |
| Carlson Capital Management | 5,120,762 | $131,398,756 | 6.74% |
| FISCHER INVESTMENT STRATEGIES, LLC | 296,952 | $7,619,799 | 5.76% |
| Oceanside Advisors LLC | 237,645 | $6,097,982 | 5.38% |
| WALDEN WEALTH PARTNERS LLC | 307,447 | $7,889,090 | 4.97% |
| Grunden Financial Advisory, Inc. | 328,284 | $8,423,752 | 4.73% |
| Bridgewater Advisors Inc. | 1,151,924 | $29,558,362 | 4.48% |