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 | $419,475 | -19.5% | 8,925 | -19.4% | 0.09% | -22.5% |
| Q1 2024 | $521,203 | +9.8% | 11,080 | +9.7% | 0.11% | -11.2% |
| Q4 2023 | $474,801 | -38.3% | 10,100 | -39.2% | 0.12% | -44.4% |
| Q3 2023 | $769,908 | +0.1% | 16,600 | 0.0% | 0.22% | +2.7% |
| Q2 2023 | $769,410 | -0.7% | 16,600 | 0.0% | 0.22% | -11.7% |
| Q1 2023 | $774,556 | +124.5% | 16,600 | +121.3% | 0.25% | +100.0% |
| Q4 2022 | $345,000 | 0.0% | 7,500 | 0.0% | 0.12% | 0.0% |
| Q3 2022 | $345,000 | -2.0% | 7,500 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $352,000 | -1.9% | 7,500 | 0.0% | 0.13% | +10.5% |
| Q1 2022 | $359,000 | -4.3% | 7,500 | 0.0% | 0.11% | -2.6% |
| Q4 2021 | $375,000 | – | 7,500 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2,000,410 | $94,019,273 | 12.69% |
| Planning Center, Inc. | 1,972,246 | $92,695,562 | 12.11% |
| Valued Wealth Advisors LLC | 348,894 | $16,398,018 | 11.26% |
| Grunden Financial Advisory, Inc. | 449,385 | $21,121,117 | 11.03% |
| Signature Resources Capital Management, LLC | 271,041 | $12,738,922 | 10.59% |
| Beaird Harris Wealth Management, LLC | 2,371,759 | $111,472,661 | 10.49% |
| WPWealth LLP | 886,132 | $41,648,216 | 10.06% |
| Keyes, Stange & Wooten Wealth Management, LLC | 279,202 | $13,122,503 | 9.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,079,668 | $50,744,403 | 8.70% |
| Onyx Financial Advisors, LLC | 306,417 | $14,401,616 | 8.63% |