DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 308 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is 1.00 and the average weighting 2.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $56,081,342 | +5.5% | 2,133,182 | +7.4% | 13.54% | -1.4% |
| Q1 2024 | $53,145,879 | +12.7% | 1,986,762 | +7.5% | 13.73% | -5.9% |
| Q4 2023 | $47,169,098 | +24.7% | 1,847,595 | +14.1% | 14.60% | +0.9% |
| Q3 2023 | $37,822,923 | +17.9% | 1,619,825 | +22.5% | 14.47% | +5.1% |
| Q2 2023 | $32,084,906 | +7.5% | 1,321,999 | +6.5% | 13.76% | -0.2% |
| Q1 2023 | $29,859,104 | +21.4% | 1,240,769 | +12.8% | 13.79% | +7.2% |
| Q4 2022 | $24,591,260 | – | 1,100,280 | – | 12.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |