DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $588,346 | +15.0% | 12,518 | +15.1% | 0.12% | 0.0% |
| Q1 2024 | $511,466 | +26.0% | 10,873 | +26.0% | 0.12% | +12.0% |
| Q4 2023 | $405,809 | +77.7% | 8,632 | +75.7% | 0.11% | +52.1% |
| Q2 2023 | $228,359 | +0.5% | 4,913 | +0.8% | 0.07% | -10.1% |
| Q1 2023 | $227,231 | -26.5% | 4,873 | -27.4% | 0.08% | -36.8% |
| Q4 2022 | $309,246 | +3.1% | 6,710 | +3.1% | 0.12% | -13.2% |
| Q3 2022 | $300,000 | +26.1% | 6,511 | +28.4% | 0.14% | +21.0% |
| Q2 2022 | $238,000 | – | 5,071 | – | 0.12% | – |
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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% |