DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 155 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,792,956 | +4.9% | 511,923 | +7.2% | 6.22% | -1.4% |
| Q1 2024 | $12,196,626 | +11.5% | 477,737 | +13.4% | 6.30% | -0.3% |
| Q4 2023 | $10,942,178 | +88.4% | 421,177 | +62.5% | 6.32% | +58.8% |
| Q3 2023 | $5,808,851 | +19.6% | 259,208 | +30.2% | 3.98% | +13.8% |
| Q2 2023 | $4,855,415 | +19.3% | 199,074 | +20.1% | 3.50% | +17.6% |
| Q1 2023 | $4,069,079 | – | 165,749 | – | 2.97% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forum Financial Management, LP | 13,940,748 | $362,180,630 | 6.82% |
| Creative Capital Management Investments LLC | 421,177 | $10,942,178 | 6.32% |
| Sprinkle Financial Consultants LLC | 233,310 | $6,061,341 | 6.17% |
| Quantum Financial Advisors, LLC | 875,644 | $22,749,231 | 5.55% |
| DiNuzzo Private Wealth, Inc. | 1,491,330 | $38,744,747 | 5.50% |
| Private Ocean, LLC | 1,855,612 | $48,208,802 | 4.79% |
| Private Wealth Management Group, LLC | 373,568 | $9,705,297 | 4.77% |
| RS CRUM INC. | 588,976 | $15,301,609 | 4.72% |
| Wescott Financial Advisory Group, LLC | 1,117,315 | $29,027,828 | 4.07% |
| Advisory Services & Investments, LLC | 212,204 | $5,513,066 | 4.07% |