DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 63 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $529,857 | +17.3% | 20,363 | +11.9% | 0.19% | +13.5% |
Q1 2024 | $451,694 | +2.7% | 18,199 | +0.4% | 0.17% | -5.0% |
Q4 2023 | $439,743 | +87.0% | 18,135 | +74.6% | 0.18% | +65.7% |
Q3 2023 | $235,195 | +0.0% | 10,384 | +4.8% | 0.11% | 0.0% |
Q2 2023 | $235,192 | – | 9,907 | – | 0.11% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 1,262,206 | $32,842,594 | 4.12% |
Elser Financial Planning, Inc | 896,368 | $23,959,921 | 4.00% |
WALDEN WEALTH PARTNERS LLC | 111,306 | $2,896,192 | 1.62% |
Retirement Solution LLC | 223,188 | $5,807,341 | 1.56% |
Quadcap Wealth Management, LLC | 217,830 | $5,667,942 | 1.02% |
Abel Hall, LLC | 51,435 | $1,338,343 | 0.95% |
Meredith Wealth Planning | 68,377 | $1,779,159 | 0.93% |
Mills Wealth Advisors LLC | 42,589 | $1,108,156 | 0.79% |
DiNuzzo Private Wealth, Inc. | 218,648 | $5,689,232 | 0.77% |
Alpha Financial Advisors, LLC | 59,582 | $1,550,335 | 0.75% |