DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 308 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 1.00 and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,823,120 | +10.5% | 639,906 | +12.4% | 8.64% | +1.1% |
| Q1 2024 | $15,227,152 | +14.2% | 569,239 | +9.0% | 8.55% | +9.3% |
| Q4 2023 | $13,332,079 | +29.1% | 522,212 | +18.1% | 7.82% | +11.7% |
| Q3 2023 | $10,329,044 | +5.7% | 442,357 | +9.8% | 7.00% | +4.4% |
| Q2 2023 | $9,773,466 | +10.3% | 402,697 | +9.4% | 6.71% | -4.8% |
| Q1 2023 | $8,858,943 | +25.9% | 368,126 | +16.9% | 7.05% | +4.5% |
| Q4 2022 | $7,036,776 | +222.3% | 314,845 | +176.3% | 6.74% | +243.9% |
| Q3 2022 | $2,183,000 | +79.2% | 113,934 | +101.3% | 1.96% | +64.4% |
| Q2 2022 | $1,218,000 | – | 56,591 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |