DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 171 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,412,301 | -0.3% | 433,598 | +2.0% | 3.64% | -2.5% |
| Q1 2024 | $11,451,255 | +5.9% | 425,065 | +0.9% | 3.73% | +0.9% |
| Q4 2023 | $10,808,651 | +9.2% | 421,226 | -1.3% | 3.70% | -7.3% |
| Q3 2023 | $9,896,931 | -5.3% | 426,776 | -0.0% | 3.98% | -2.0% |
| Q2 2023 | $10,447,852 | +1.7% | 426,791 | +0.5% | 4.07% | -2.2% |
| Q1 2023 | $10,272,497 | +13.5% | 424,834 | +3.5% | 4.16% | +2.1% |
| Q4 2022 | $9,049,528 | +24.9% | 410,409 | +8.0% | 4.07% | +9.3% |
| Q3 2022 | $7,248,000 | -4.9% | 380,063 | +6.5% | 3.73% | -0.8% |
| Q2 2022 | $7,620,000 | – | 356,733 | – | 3.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,613,073 | $135,724,112 | 14.88% |
| Planning Center, Inc. | 1,500,954 | $37,178,631 | 10.22% |
| Aprio Wealth Management, LLC | 1,243,818 | $30,075,529 | 9.26% |
| SATOVSKY ASSET MANAGEMENT LLC | 834,694 | $20,360,787 | 7.58% |
| Litman Gregory Wealth Management LLC | 834,694 | $20,360,787 | 7.58% |
| Carlson Capital Management | 3,909,057 | $94,520,994 | 6.11% |
| Bridgewater Advisors Inc. | 998,249 | $24,137,649 | 5.27% |
| CPA Asset Management LLC | 248,475 | $6,008,126 | 4.49% |
| BetterWealth, LLC | 424,834 | $10,272,497 | 4.16% |
| Silicon Hills Wealth Management, LLC | 271,170 | $6,556,891 | 3.93% |