DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V740. A total of 139 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $12,221,667 | +16.7% | 470,788 | +13.3% | 6.57% | +4.5% |
| Q4 2023 | $10,469,048 | +15.0% | 415,438 | +8.1% | 6.29% | -2.1% |
| Q3 2023 | $9,100,681 | +12.5% | 384,482 | +15.8% | 6.42% | +9.0% |
| Q2 2023 | $8,092,233 | +34.0% | 332,057 | +28.5% | 5.89% | +12.9% |
| Q1 2023 | $6,039,976 | +38.0% | 258,376 | +33.5% | 5.22% | +11.5% |
| Q4 2022 | $4,376,073 | – | 193,546 | – | 4.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Money, LLC | 470,788 | $12,221,667 | 6.57% |
| True Wealth Design, LLC | 767,213 | $19,916,854 | 4.96% |
| Financial Architects, LLC | 234,380 | $6,084,505 | 4.21% |
| Asset Dedication, LLC | 2,162,013 | $56,152 | 4.19% |
| Marquette Asset Management, LLC | 620,351 | $16,104,312 | 2.79% |
| Opes Wealth Management LLC | 328,829 | $8,536,401 | 1.97% |
| Boyce & Associates Wealth Consulting, Inc. | 58,765 | $1,525,544 | 1.97% |
| Mills Wealth Advisors LLC | 86,520 | $2,246,048 | 1.65% |
| Cordant, Inc. | 109,431 | $2,840,826 | 1.65% |
| LAM GROUP, INC. | 74,600 | $1,936,616 | 1.58% |