DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 159 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $636,557 | +18.5% | 19,899 | +17.1% | 0.30% | +14.8% |
| Q1 2024 | $537,025 | +11.1% | 16,989 | +0.5% | 0.26% | +5.6% |
| Q4 2023 | $483,501 | +19.2% | 16,900 | +7.0% | 0.25% | +0.8% |
| Q3 2023 | $405,590 | +5.2% | 15,788 | +9.6% | 0.25% | +16.0% |
| Q2 2023 | $385,550 | +6.5% | 14,408 | -0.8% | 0.21% | -4.9% |
| Q1 2023 | $362,048 | – | 14,523 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |