DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,955,903 | -0.8% | 41,615 | -0.0% | 1.12% | -7.9% |
Q1 2024 | $1,972,276 | +7.0% | 41,618 | +6.1% | 1.21% | -5.3% |
Q4 2023 | $1,843,954 | +32.3% | 39,225 | +30.5% | 1.28% | +17.8% |
Q3 2023 | $1,393,670 | +13.8% | 30,049 | +13.7% | 1.09% | +20.2% |
Q2 2023 | $1,224,826 | – | 26,426 | – | 0.90% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |