DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 280 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 | $17,578,849 | -2.2% | 610,801 | +2.3% | 5.60% | -4.3% |
| Q1 2024 | $17,972,299 | +4.6% | 597,086 | +1.2% | 5.86% | -0.4% |
| Q4 2023 | $17,187,635 | +14.5% | 590,235 | -0.4% | 5.88% | -2.8% |
| Q3 2023 | $15,016,101 | -2.0% | 592,585 | -0.6% | 6.05% | +1.4% |
| Q2 2023 | $15,315,339 | +4.6% | 595,928 | +1.5% | 5.96% | +0.6% |
| Q1 2023 | $14,638,395 | +3.4% | 587,180 | +2.7% | 5.92% | -7.0% |
| Q4 2022 | $14,158,278 | +19.5% | 571,590 | +5.1% | 6.37% | +4.6% |
| Q3 2022 | $11,850,000 | +1.4% | 543,811 | +4.9% | 6.10% | +5.6% |
| Q2 2022 | $11,692,000 | – | 518,264 | – | 5.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
| Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
| Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
| Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
| BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
| Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
| Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
| JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
| VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
| Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |