DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V674. A total of 44 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $658,628 | -1.3% | 12,889 | 0.0% | 0.32% | -7.2% |
Q1 2024 | $667,392 | -0.2% | 12,889 | 0.0% | 0.34% | -10.9% |
Q4 2023 | $668,980 | +4.1% | 12,889 | 0.0% | 0.39% | -12.0% |
Q3 2023 | $642,602 | -2.5% | 12,889 | 0.0% | 0.44% | -7.4% |
Q2 2023 | $659,084 | -1.4% | 12,889 | 0.0% | 0.48% | -2.7% |
Q1 2023 | $668,338 | – | 12,889 | – | 0.49% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Abacus Wealth Partners, LLC | 804,342 | $40,101,758 | 12.42% |
Quantum Financial Advisors, LLC | 39,180 | $1,953,382 | 0.57% |
Creative Capital Management Investments LLC | 12,889 | $642,602 | 0.44% |
RFG Advisory, LLC | 192,250 | $9,584,934 | 0.43% |
BetterWealth, LLC | 14,579 | $726,842 | 0.29% |
FirstPurpose Wealth LLC | 12,262 | $611,342 | 0.26% |
LifePro Asset Management | 6,187 | $308,463 | 0.25% |
WOLFF WIESE MAGANA LLC | 5,675 | $282,937 | 0.23% |
Jentner Corp | 5,317 | $265,088 | 0.16% |
Level Financial Advisors | 3,987 | $198,778 | 0.11% |