DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 175 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,288,333 | +0.3% | 491,730 | +2.5% | 1.61% | -39.8% |
| Q1 2024 | $12,248,860 | +1.5% | 479,783 | +3.3% | 2.67% | -4.8% |
| Q4 2023 | $12,070,906 | +21.5% | 464,623 | +4.8% | 2.80% | +8.4% |
| Q3 2023 | $9,938,544 | -1.3% | 443,487 | +7.4% | 2.58% | +0.9% |
| Q2 2023 | $10,067,631 | – | 412,777 | – | 2.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forum Financial Management, LP | 13,792,772 | $344,681,377 | 6.24% |
| Creative Capital Management Investments LLC | 511,923 | $12,792,956 | 6.22% |
| Sprinkle Financial Consultants LLC | 303,505 | $7,584,520 | 5.98% |
| DiNuzzo Private Wealth, Inc. | 1,535,460 | $38,371,152 | 5.18% |
| Private Ocean, LLC | 2,180,268 | $54,484,899 | 4.81% |
| Private Wealth Management Group, LLC | 423,531 | $10,584,040 | 4.58% |
| RS CRUM INC. | 679,199 | $16,973,191 | 4.45% |
| Tilson Financial Group, Inc. | 175,300 | $4,381 | 4.42% |
| Advisory Services & Investments, LLC | 230,811 | $5,767,973 | 4.01% |
| Syverson Strege & Co | 469,968 | $11,744,502 | 4.00% |