DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 185 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $394,475 | +9.9% | 13,707 | +15.0% | 0.19% | +6.2% |
| Q1 2024 | $358,887 | +11.9% | 11,923 | +8.2% | 0.18% | +6.7% |
| Q4 2023 | $320,857 | +23.1% | 11,018 | +7.1% | 0.16% | +3.8% |
| Q3 2023 | $260,602 | +8.1% | 10,284 | +13.4% | 0.16% | +18.7% |
| Q2 2023 | $241,132 | +20.7% | 9,065 | +7.5% | 0.13% | +8.9% |
| Q1 2023 | $199,780 | – | 8,433 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Arista Wealth Management, LLC | 1,058,454 | $30,822,190 | 11.29% |
| Hassell Wealth Management, LLC | 543,865 | $15,728,566 | 10.56% |
| Alpha Financial Advisors, LLC | 705,320 | $20,538,925 | 10.41% |
| Seaside Wealth Management, Inc. | 655,409 | $19,085,466 | 8.73% |
| Oceanside Advisors LLC | 332,050 | $9,669,296 | 8.54% |
| Private Wealth Management Group, LLC | 530,179 | $15,438,814 | 7.59% |
| Stordahl Capital Management, Inc. | 795,833 | $23,174,662 | 6.30% |
| Leading Edge Financial Planning LLC | 411,586 | $11,985,397 | 6.22% |
| Grunden Financial Advisory, Inc. | 375,134 | $10,923,896 | 6.14% |
| BetterWealth, LLC | 590,235 | $17,187,635 | 5.88% |