DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V799. A total of 203 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,569,845 | +8.6% | 402,048 | +10.5% | 7.07% | -1.2% |
| Q1 2024 | $9,730,146 | +7.8% | 363,744 | +2.9% | 7.16% | -2.3% |
| Q4 2023 | $9,024,278 | +8.5% | 353,477 | -0.8% | 7.32% | -3.9% |
| Q3 2023 | $8,318,972 | -5.2% | 356,273 | -1.4% | 7.62% | -3.7% |
| Q2 2023 | $8,772,215 | +2.6% | 361,443 | +1.7% | 7.92% | -1.6% |
| Q1 2023 | $8,550,632 | +7.4% | 355,314 | -0.2% | 8.04% | -0.1% |
| Q4 2022 | $7,957,920 | – | 356,059 | – | 8.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 2,375,666 | $62,456,259 | 57.87% |
| CAPSTONE CAPITAL LLC | 937,417 | $24,644,693 | 22.03% |
| Syverson Strege & Co | 1,936,816 | $50,918,882 | 17.35% |
| RW Investment Management LLC | 4,712,200 | $123,883,734 | 16.75% |
| Advisory Services & Investments, LLC | 784,755 | $20,631,207 | 14.34% |
| Kooman & Associates | 1,336,716 | $35,142,264 | 14.13% |
| WPWealth LLP | 2,133,182 | $56,081,342 | 13.54% |
| Leading Edge Financial Planning LLC | 1,227,765 | $32,277,947 | 12.95% |
| Your Advocates Ltd., LLP | 1,157,365 | $30,427,137 | 12.78% |
| Vannoy Advisory Group, Inc. | 621,732 | $16,345,342 | 12.66% |