DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $273,401 | -2.4% | 12,478 | -2.1% | 0.15% | -9.0% |
| Q1 2024 | $280,080 | -11.4% | 12,748 | -8.3% | 0.17% | -25.6% |
| Q4 2023 | $316,183 | -0.8% | 13,904 | -16.3% | 0.22% | -11.9% |
| Q3 2023 | $318,755 | -13.0% | 16,619 | -2.4% | 0.25% | -13.7% |
| Q2 2023 | $366,572 | -2.8% | 17,034 | -2.9% | 0.29% | -10.1% |
| Q1 2023 | $377,021 | – | 17,544 | – | 0.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 675,000 | $15,349,500 | 12.50% |
| RAM Investment Partners, LLC | 1,089,648 | $24,778,607 | 8.64% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,659,928 | $37,746,758 | 7.98% |
| Fidato Wealth LLC | 362,042 | $8,232,840 | 7.86% |
| Rather & Kittrell, Inc. | 814,120 | $18,513,327 | 6.46% |
| ASSET PLANNING CORPORATION | 336,811 | $7,659,076 | 5.92% |
| Crestmont Private Wealth LLC | 390,470 | $8,879,288 | 4.52% |
| Vannoy Advisory Group, Inc. | 238,829 | $5,430,982 | 4.46% |
| GREAT OAK CAPITAL PARTNERS, LLC | 360,480 | $8,197,321 | 4.38% |
| Beaird Harris Wealth Management, LLC | 1,722,823 | $39,176,992 | 4.11% |