DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 551 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,154,548 | -46.4% | 207,653 | -44.1% | 2.25% | -48.9% |
| Q1 2024 | $15,199,805 | +9.1% | 371,633 | -0.7% | 4.41% | -6.8% |
| Q4 2023 | $13,929,546 | +9.0% | 374,249 | -0.4% | 4.73% | +3.9% |
| Q3 2023 | $12,780,713 | -3.4% | 375,682 | -2.1% | 4.55% | -1.0% |
| Q2 2023 | $13,233,075 | +0.5% | 383,567 | -2.4% | 4.59% | -11.1% |
| Q1 2023 | $13,161,316 | -0.1% | 393,110 | -0.1% | 5.17% | -4.8% |
| Q4 2022 | $13,168,865 | – | 393,335 | – | 5.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
| FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
| Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
| Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
| Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
| DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
| Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
| Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
| Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
| Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |