DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 124 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $143,939 | -0.9% | 4,370 | +1.3% | 0.01% | 0.0% |
Q1 2024 | $145,229 | +13.4% | 4,313 | +7.9% | 0.01% | 0.0% |
Q4 2023 | $128,076 | +12.1% | 3,998 | +0.5% | 0.01% | 0.0% |
Q3 2023 | $114,233 | -5.2% | 3,979 | +0.6% | 0.01% | -6.7% |
Q2 2023 | $120,469 | +2.3% | 3,956 | +1.0% | 0.02% | 0.0% |
Q1 2023 | $117,708 | +16.1% | 3,917 | +7.4% | 0.02% | +7.1% |
Q4 2022 | $101,365 | – | 3,648 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quantum Financial Advisors, LLC | 859,046 | $26,157,951 | 7.69% |
Francis Financial, Inc. | 272,567 | $8,299,670 | 4.48% |
Retirement Solution LLC | 381,247 | $11,608,958 | 3.74% |
Abacus Wealth Partners, LLC | 357,803 | $10,895,101 | 3.28% |
AWM CAPITAL, LLC | 266,130 | $8,103,649 | 1.96% |
Greenspring Advisors, LLC | 204,413 | $6,224,388 | 1.91% |
Northland Capital Management LLC | 57,578 | $1,753,265 | 1.29% |
Planning Center, Inc. | 132,826 | $4,044,552 | 1.03% |
Adero Partners, LLC | 338,170 | $10,297,281 | 1.02% |
QUARRY HILL ADVISORS, LLC | 32,999 | $1,004,831 | 0.91% |