DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 71 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,188,304 | +12.5% | 843,983 | +14.5% | 7.67% | +0.7% |
| Q1 2024 | $19,722,289 | +60.5% | 737,282 | +53.2% | 7.62% | +38.3% |
| Q4 2023 | $12,286,658 | +23.2% | 481,264 | +12.7% | 5.50% | +6.7% |
| Q3 2023 | $9,970,997 | +1.7% | 427,023 | +5.7% | 5.16% | +4.1% |
| Q2 2023 | $9,806,500 | +21.2% | 404,059 | +20.2% | 4.96% | +17.9% |
| Q1 2023 | $8,091,237 | +80.8% | 336,224 | +67.9% | 4.20% | +57.5% |
| Q4 2022 | $4,475,222 | +787.9% | 200,234 | +661.0% | 2.67% | +656.4% |
| Q3 2022 | $504,000 | -77.1% | 26,313 | -74.2% | 0.35% | -77.4% |
| Q2 2022 | $2,198,000 | – | 102,117 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 1,807,297 | $40,393,087 | 18.31% |
| Relaxing Retirement Coach | 1,940,488 | $43,369,926 | 16.06% |
| Summit Financial Strategies, Inc. | 3,239,522 | $72,403,324 | 15.59% |
| Advisory Services & Investments, LLC | 651,847 | $14,568,774 | 14.49% |
| RW Investment Management LLC | 1,624,259 | $36,302,199 | 14.28% |
| Great Waters Wealth Management | 2,492,909 | $60,702,335 | 13.07% |
| WPWealth LLP | 1,100,280 | $24,591,260 | 12.86% |
| AWM CAPITAL, LLC | 1,401,474 | $31,322,948 | 10.66% |
| Evensky & Katz LLC | 5,054,387 | $112,966 | 10.19% |
| Alpha Financial Advisors, LLC | 498,899 | $11,150,391 | 9.68% |