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 | $1,824,452 | +7.9% | 82,554 | +9.2% | 0.66% | +4.7% |
| Q1 2024 | $1,690,665 | +10.4% | 75,577 | +12.2% | 0.64% | +1.6% |
| Q4 2023 | $1,531,423 | +126.0% | 67,345 | +94.0% | 0.62% | +101.6% |
| Q3 2023 | $677,563 | +16.3% | 34,711 | +28.2% | 0.31% | +16.1% |
| Q2 2023 | $582,478 | +488.1% | 27,067 | +478.0% | 0.27% | +444.9% |
| Q4 2022 | $99,045 | – | 4,683 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 619,879 | $13,339,797 | 10.89% |
| RAM Investment Partners, LLC | 1,140,023 | $24,533,292 | 10.26% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,530,157 | $32,928,971 | 7.50% |
| Rather & Kittrell, Inc. | 692,039 | $14,892,672 | 6.22% |
| Arista Wealth Management, LLC | 635,178 | $13,669,040 | 5.68% |
| ASSET PLANNING CORPORATION | 286,635 | $6,168,375 | 4.69% |
| Beaird Harris Wealth Management, LLC | 1,675,198 | $36,050,251 | 4.32% |
| Core Wealth Management, Inc. | 332,829 | $7,162,484 | 3.64% |
| Advisory Services & Investments, LLC | 193,924 | $4,173,245 | 3.45% |
| Relaxing Retirement Coach | 469,441 | $10,102,391 | 3.04% |