DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 242 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $871,369 | +0.2% | 32,386 | +1.3% | 0.53% | -2.6% |
| Q1 2024 | $869,524 | +7.3% | 31,979 | +1.8% | 0.55% | -5.9% |
| Q4 2023 | $810,189 | +15.7% | 31,420 | +6.7% | 0.58% | +2.1% |
| Q3 2023 | $700,327 | +1.8% | 29,450 | +1.3% | 0.57% | +5.2% |
| Q2 2023 | $687,772 | +5.5% | 29,081 | +6.2% | 0.54% | -1.5% |
| Q1 2023 | $651,795 | +107279.7% | 27,380 | +0.1% | 0.55% | +3.4% |
| Q4 2022 | $607 | -99.8% | 27,352 | +104.5% | 0.53% | +130.9% |
| Q3 2022 | $248,000 | -16.8% | 13,374 | -5.5% | 0.23% | -17.3% |
| Q2 2022 | $298,000 | – | 14,152 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| Sensible Money, LLC | 224,038 | $5,333,217 | 4.60% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |