DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 551 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,916,151 | -9.2% | 48,794 | -5.5% | 0.61% | -11.2% |
| Q1 2024 | $2,110,759 | +2.4% | 51,608 | -6.8% | 0.69% | -2.4% |
| Q4 2023 | $2,061,473 | +8.8% | 55,386 | -0.6% | 0.70% | -7.6% |
| Q3 2023 | $1,895,143 | -4.1% | 55,707 | -2.8% | 0.76% | -0.8% |
| Q2 2023 | $1,977,039 | +0.0% | 57,305 | -2.9% | 0.77% | -3.9% |
| Q1 2023 | $1,976,394 | -9.8% | 59,032 | -9.8% | 0.80% | -18.9% |
| Q4 2022 | $2,190,858 | -9.9% | 65,438 | -20.3% | 0.99% | -21.2% |
| Q3 2022 | $2,432,000 | -10.2% | 82,134 | -4.2% | 1.25% | -6.4% |
| Q2 2022 | $2,709,000 | – | 85,714 | – | 1.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |