DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 278 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,804,876 | +1.2% | 212,719 | +0.0% | 0.65% | +2.2% |
| Q1 2024 | $6,723,447 | +10.5% | 212,700 | +0.0% | 0.64% | -5.3% |
| Q4 2023 | $6,084,942 | +10.3% | 212,686 | -1.0% | 0.67% | -3.3% |
| Q3 2023 | $5,516,905 | -3.0% | 214,749 | +0.2% | 0.70% | -0.3% |
| Q2 2023 | $5,689,284 | +5.7% | 214,366 | +0.1% | 0.70% | -1.3% |
| Q1 2023 | $5,381,316 | +5.4% | 214,054 | +0.7% | 0.71% | -0.7% |
| Q4 2022 | $5,104,327 | -26.8% | 212,592 | -34.9% | 0.71% | -34.7% |
| Q3 2022 | $6,973,000 | +499.1% | 326,746 | +531.7% | 1.09% | +519.3% |
| Q2 2022 | $1,164,000 | – | 51,727 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,704,428 | $191,813,673 | 16.28% |
| Christopher J. Hasenberg, Inc | 884,687 | $25,310,895 | 14.11% |
| Grunden Financial Advisory, Inc. | 792,246 | $22,666,169 | 12.74% |
| Oceanside Advisors LLC | 495,346 | $14,171,846 | 12.51% |
| MB Generational Wealth, LLC | 463,479 | $13,260,134 | 12.44% |
| Aprio Wealth Management, LLC | 1,931,353 | $55,256,000 | 12.34% |
| Safeguard Investment Advisory Group, LLC | 1,136,851 | $32,525,289 | 12.25% |
| Merriman Wealth Management, LLC | 7,810,962 | $223,471,610 | 10.86% |
| Planning Center, Inc. | 1,599,476 | $45,761,008 | 10.61% |
| FISCHER INVESTMENT STRATEGIES, LLC | 480,245 | $13,739,811 | 10.39% |