DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 181 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,179,150 | +43.8% | 98,604 | +45.6% | 1.28% | +37.9% |
| Q1 2024 | $1,515,167 | -18.6% | 67,732 | -17.2% | 0.93% | -23.5% |
| Q4 2023 | $1,861,235 | +17.5% | 81,848 | +0.9% | 1.22% | +0.7% |
| Q3 2023 | $1,583,430 | +5.5% | 81,118 | +16.3% | 1.21% | -2.3% |
| Q2 2023 | $1,500,660 | +8.2% | 69,733 | +8.0% | 1.24% | +0.6% |
| Q1 2023 | $1,387,441 | +18.0% | 64,562 | +16.2% | 1.23% | +7.8% |
| Q4 2022 | $1,175,583 | – | 55,583 | – | 1.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 1,878,558 | $41,516,124 | 11.79% |
| Brown Financial Advisory | 591,991 | $13,083,002 | 10.06% |
| Fidato Wealth LLC | 389,815 | $8,614,907 | 7.61% |
| RAM Investment Partners, LLC | 1,183,418 | $26,153,545 | 7.59% |
| GREAT OAK CAPITAL PARTNERS, LLC | 744,463 | $17,844,788 | 6.71% |
| ASSET PLANNING CORPORATION | 334,373 | $7,389,643 | 5.53% |
| Rather & Kittrell, Inc. | 852,248 | $18,834,674 | 5.18% |
| Adero Partners, LLC | 2,949,526 | $65,184,530 | 4.75% |
| Vannoy Advisory Group, Inc. | 247,919 | $5,479,018 | 4.24% |
| Core Wealth Management, Inc. | 451,296 | $9,973,647 | 4.05% |