DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 293 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,468,003 | +8.2% | 578,676 | +3.2% | 4.93% | +5.9% |
| Q1 2024 | $14,294,185 | +4.3% | 560,776 | +2.1% | 4.66% | -0.6% |
| Q4 2023 | $13,704,558 | +7.4% | 549,061 | +0.3% | 4.69% | -8.8% |
| Q3 2023 | $12,763,670 | -2.6% | 547,562 | +0.5% | 5.14% | +0.8% |
| Q2 2023 | $13,100,159 | +2.6% | 544,705 | +0.6% | 5.10% | -1.3% |
| Q1 2023 | $12,766,941 | +9.3% | 541,201 | +4.0% | 5.17% | -1.8% |
| Q4 2022 | $11,683,204 | +23.8% | 520,178 | +12.6% | 5.26% | +8.3% |
| Q3 2022 | $9,440,000 | -6.4% | 461,826 | +7.7% | 4.86% | -2.4% |
| Q2 2022 | $10,087,000 | – | 428,703 | – | 4.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Your Advocates Ltd., LLP | 1,213,497 | $28,286,614 | 16.88% |
| Kooman & Associates | 740,089 | $17,251,475 | 8.73% |
| Seaside Wealth Management, Inc. | 690,320 | $16,091,371 | 8.18% |
| Oakwell Private Wealth Management, LLC | 798,425 | $18,611,281 | 7.90% |
| Wealthstream Advisors, Inc. | 622,241 | $14,504,441 | 7.49% |
| Cravens & Co Advisors, LLC | 332,745 | $7,756,286 | 7.29% |
| Advisory Services & Investments, LLC | 346,507 | $8,077,071 | 7.10% |
| Forum Financial Management, LP | 13,543,648 | $315,702,436 | 6.98% |
| BCR Wealth Strategies, LLC | 346,346 | $8,073 | 6.43% |
| Pinnacle Financial Group, LLC / IL | 457,606 | $10,666,798 | 6.35% |