DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V807. A total of 472 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,993,845 | -5.2% | 55,477 | -3.1% | 0.64% | -13.8% |
| Q1 2024 | $2,103,894 | +2.3% | 57,249 | -4.4% | 0.75% | -8.2% |
| Q4 2023 | $2,057,265 | +3.7% | 59,874 | -1.6% | 0.81% | -8.2% |
| Q3 2023 | $1,984,279 | -0.7% | 60,830 | +0.0% | 0.89% | -51.1% |
| Q2 2023 | $1,997,564 | +2.0% | 60,809 | +0.1% | 1.82% | -13.2% |
| Q1 2023 | $1,958,431 | -2.9% | 60,764 | -8.4% | 2.09% | -15.5% |
| Q4 2022 | $2,016,352 | – | 66,327 | – | 2.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hill Investment Group Partners, LLC | 918,357 | $30,071,612 | 19.45% |
| M Financial Asset Management, Inc. | 94,352 | $3,090,000 | 14.95% |
| WIPFLI FINANCIAL ADVISORS LLC, | 1,628,987 | $53,431,181,000 | 6.81% |
| Schoolcraft Capital LLC | 617,424 | $20,217,555 | 6.78% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 9,702,124 | $317,696,000 | 6.51% |
| Wescott Financial Advisory Group, LLC | 338,314 | $11,078,000 | 6.26% |
| Foster Group, Inc. | 1,915,299 | $62,716,000 | 6.14% |
| PBMares Wealth Management LLC | 372,660 | $12,203,000 | 5.82% |
| McLean Asset Management Corp | 432,118 | $14,752,000 | 5.66% |
| AWM CAPITAL, LLC | 209,597 | $7,063,000 | 5.29% |