DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 234 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,768,840 | +0.2% | 58,911 | +0.3% | 0.13% | -7.9% |
| Q1 2024 | $2,762,911 | +1.5% | 58,735 | +1.4% | 0.14% | +19.7% |
| Q4 2023 | $2,723,048 | +1.6% | 57,925 | +0.2% | 0.12% | -24.0% |
| Q3 2023 | $2,680,108 | +1.1% | 57,786 | +1.1% | 0.15% | +4.1% |
| Q2 2023 | $2,650,423 | +0.4% | 57,183 | +1.1% | 0.15% | -11.9% |
| Q1 2023 | $2,639,183 | +3.5% | 56,562 | +2.2% | 0.17% | -18.8% |
| Q4 2022 | $2,550,410 | – | 55,335 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 2,000,410 | $94,019,273 | 12.69% |
| Planning Center, Inc. | 1,972,246 | $92,695,562 | 12.11% |
| Valued Wealth Advisors LLC | 348,894 | $16,398,018 | 11.26% |
| Grunden Financial Advisory, Inc. | 449,385 | $21,121,117 | 11.03% |
| Signature Resources Capital Management, LLC | 271,041 | $12,738,922 | 10.59% |
| Beaird Harris Wealth Management, LLC | 2,371,759 | $111,472,661 | 10.49% |
| WPWealth LLP | 886,132 | $41,648,216 | 10.06% |
| Keyes, Stange & Wooten Wealth Management, LLC | 279,202 | $13,122,503 | 9.13% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1,079,668 | $50,744,403 | 8.70% |
| Onyx Financial Advisors, LLC | 306,417 | $14,401,616 | 8.63% |