DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 59 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. 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 | 2,463,387 | $55,795,728 | 6.56% |
| FISCHER INVESTMENT STRATEGIES, LLC | 106,310 | $2,407,930 | 2.44% |
| Fortress Wealth Management, Inc. | 121,717 | $2,756,885 | 1.78% |
| Applied Capital LLC | 61,042 | $1,382,594 | 0.85% |
| Symmetry Partners, LLC | 689,258 | $15,612 | 0.85% |
| RCS Financial Planning, LLC | 47,889 | $1,084,690 | 0.83% |
| Retirement Solution LLC | 101,896 | $2,307,940 | 0.76% |
| Alpha Financial Advisors, LLC | 52,812 | $1,196,199 | 0.76% |
| Mills Wealth Advisors LLC | 31,681 | $717,585 | 0.57% |
| Lodestone Wealth Management LLC | 34,021 | $793,026 | 0.56% |