DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 165 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $402,790 | -0.1% | 8,570 | 0.0% | 0.30% | -0.3% |
| Q1 2024 | $403,133 | +0.1% | 8,570 | 0.0% | 0.30% | -7.2% |
| Q4 2023 | $402,876 | +1.4% | 8,570 | 0.0% | 0.32% | -10.9% |
| Q3 2023 | $397,477 | -24.9% | 8,570 | -25.0% | 0.36% | -22.5% |
| Q2 2023 | $529,595 | -0.7% | 11,426 | 0.0% | 0.46% | -6.5% |
| Q1 2023 | $533,137 | +1.2% | 11,426 | 0.0% | 0.50% | -7.0% |
| Q4 2022 | $526,624 | +0.1% | 11,426 | 0.0% | 0.53% | -10.4% |
| Q3 2022 | $526,000 | -2.4% | 11,426 | -0.6% | 0.59% | +2.2% |
| Q2 2022 | $539,000 | -4.1% | 11,491 | -2.0% | 0.58% | +12.2% |
| Q1 2022 | $562,000 | -10.5% | 11,727 | -6.6% | 0.52% | -4.3% |
| Q4 2021 | $628,000 | – | 12,560 | – | 0.54% | – |
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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% |