DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V757. A total of 59 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,550,335 | +5.2% | 59,582 | +0.4% | 0.75% | +7.3% |
Q1 2024 | $1,473,397 | +0.6% | 59,363 | -1.7% | 0.70% | -6.3% |
Q4 2023 | $1,464,692 | +22.4% | 60,405 | +14.4% | 0.74% | -2.1% |
Q3 2023 | $1,196,199 | +0.9% | 52,812 | +5.7% | 0.76% | +2.2% |
Q2 2023 | $1,185,771 | +15.8% | 49,948 | +15.3% | 0.74% | +4.4% |
Q1 2023 | $1,023,836 | +15.7% | 43,329 | +8.8% | 0.71% | -7.4% |
Q4 2022 | $884,997 | – | 39,811 | – | 0.77% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Unison Advisors LLC | 2,463,387 | $55,795,728 | 6.56% |
FISCHER INVESTMENT STRATEGIES, LLC | 106,310 | $2,407,930 | 2.44% |
Fortress Wealth Management, Inc. | 121,717 | $2,756,885 | 1.78% |
Applied Capital LLC | 61,042 | $1,382,594 | 0.85% |
Symmetry Partners, LLC | 689,258 | $15,612 | 0.85% |
RCS Financial Planning, LLC | 47,889 | $1,084,690 | 0.83% |
Retirement Solution LLC | 101,896 | $2,307,940 | 0.76% |
Alpha Financial Advisors, LLC | 52,812 | $1,196,199 | 0.76% |
Mills Wealth Advisors LLC | 31,681 | $717,585 | 0.57% |
Lodestone Wealth Management LLC | 34,021 | $793,026 | 0.56% |