DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V716. A total of 114 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $326,568 | +1.3% | 9,368 | 0.0% | 0.16% | -4.8% |
| Q1 2024 | $322,353 | +106.8% | 9,368 | +87.1% | 0.17% | +85.6% |
| Q4 2023 | $155,868 | +23.9% | 5,007 | +10.5% | 0.09% | +4.7% |
| Q3 2023 | $125,768 | +56.3% | 4,533 | +61.7% | 0.09% | +48.3% |
| Q2 2023 | $80,460 | +7.8% | 2,803 | 0.0% | 0.06% | +5.5% |
| Q1 2023 | $74,616 | – | 2,803 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Retirement Solution LLC | 5,999,862 | $209,155,190 | 56.20% |
| Quantum Financial Advisors, LLC | 2,142,767 | $74,696,858 | 13.12% |
| AWM CAPITAL, LLC | 2,135,935 | $74,458,709 | 11.32% |
| Abacus Wealth Partners, LLC | 916,245 | $31,940,297 | 5.29% |
| QUARRY HILL ADVISORS, LLC | 169,291 | $5,901,469 | 3.95% |
| New Capital Management LP | 312,657 | $10,899,223 | 3.34% |
| Gibson Capital, LLC | 401,323 | $13,990,120 | 3.09% |
| Northland Capital Management LLC | 123,100 | $4,291,270 | 3.00% |
| MB Generational Wealth, LLC | 89,078 | $3,105,259 | 2.41% |
| Heritage Financial Services, LLC | 312,681 | $10,900,060 | 1.56% |