DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 151 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,141,661 | +42.8% | 173,227 | +43.0% | 5.14% | +43.4% |
| Q1 2024 | $5,700,107 | -2.6% | 121,176 | -2.7% | 3.58% | -8.4% |
| Q4 2023 | $5,854,528 | +4.0% | 124,538 | +2.6% | 3.91% | -3.8% |
| Q3 2023 | $5,630,660 | +0.6% | 121,403 | +0.5% | 4.07% | +3.9% |
| Q2 2023 | $5,598,818 | +7.5% | 120,794 | +8.2% | 3.92% | -0.6% |
| Q1 2023 | $5,207,154 | +14.3% | 111,598 | +12.9% | 3.94% | +4.6% |
| Q4 2022 | $4,557,592 | – | 98,885 | – | 3.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |