DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 259 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $871,519 | +11.5% | 30,282 | +16.6% | 0.24% | +6.2% |
| Q1 2024 | $781,513 | +49.2% | 25,964 | +44.3% | 0.23% | +27.5% |
| Q4 2023 | $523,835 | +39.4% | 17,989 | +21.4% | 0.18% | +32.8% |
| Q3 2023 | $375,650 | -1.2% | 14,824 | +0.2% | 0.13% | +1.5% |
| Q2 2023 | $380,341 | – | 14,799 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Alpha Financial Advisors, LLC | 647,459 | $16,406,613 | 10.39% |
| Hassell Wealth Management, LLC | 543,514 | $12,897,520 | 9.38% |
| Arista Wealth Management, LLC | 914,412 | $23,171,205 | 9.07% |
| Seaside Wealth Management, Inc. | 689,077 | $17,461,227 | 8.87% |
| BetterWealth, LLC | 592,585 | $15,016,101 | 6.05% |
| Stordahl Capital Management, Inc. | 762,095 | $19,311,484 | 5.84% |
| Leading Edge Financial Planning LLC | 348,735 | $8,836,966 | 5.66% |
| JMG Financial Group, Ltd. | 4,625,156 | $117,201,455 | 5.65% |
| VANCE WEALTH, INC. | 448,473 | $11,364,306 | 5.32% |
| Safeguard Investment Advisory Group, LLC | 471,472 | $11,947,108 | 5.20% |