DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 248 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,870,599 | +6.0% | 1,610,200 | +8.4% | 8.86% | -4.3% |
| Q1 2024 | $54,580,876 | +7.6% | 1,485,194 | +0.6% | 9.26% | -0.7% |
| Q4 2023 | $50,718,612 | -3.5% | 1,476,095 | -8.4% | 9.32% | -14.3% |
| Q3 2023 | $52,542,357 | -0.3% | 1,610,740 | +0.4% | 10.88% | +2.7% |
| Q2 2023 | $52,677,698 | +11.4% | 1,603,583 | +9.3% | 10.60% | -0.9% |
| Q1 2023 | $47,299,535 | +6.2% | 1,467,562 | +0.2% | 10.69% | +0.4% |
| Q4 2022 | $44,538,774 | +16.5% | 1,465,090 | -1.3% | 10.64% | +2.3% |
| Q3 2022 | $38,222,000 | -0.7% | 1,483,793 | +11.4% | 10.40% | -4.7% |
| Q2 2022 | $38,496,000 | -28.3% | 1,332,512 | -16.9% | 10.91% | -20.9% |
| Q1 2022 | $53,676,000 | +29.5% | 1,603,235 | +27.0% | 13.79% | +16.2% |
| Q4 2021 | $41,433,000 | – | 1,262,428 | – | 11.87% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |