DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 675,000 | $15,349,500 | 12.50% |
| RAM Investment Partners, LLC | 1,089,648 | $24,778,607 | 8.64% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,659,928 | $37,746,758 | 7.98% |
| Fidato Wealth LLC | 362,042 | $8,232,840 | 7.86% |
| Rather & Kittrell, Inc. | 814,120 | $18,513,327 | 6.46% |
| ASSET PLANNING CORPORATION | 336,811 | $7,659,076 | 5.92% |
| Crestmont Private Wealth LLC | 390,470 | $8,879,288 | 4.52% |
| Vannoy Advisory Group, Inc. | 238,829 | $5,430,982 | 4.46% |
| GREAT OAK CAPITAL PARTNERS, LLC | 360,480 | $8,197,321 | 4.38% |
| Beaird Harris Wealth Management, LLC | 1,722,823 | $39,176,992 | 4.11% |