DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V682. A total of 60 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $387,300 | +3.9% | 11,575 | +0.0% | 0.29% | +1.7% |
Q1 2024 | $372,584 | +4.3% | 11,571 | +2.5% | 0.29% | -2.7% |
Q4 2023 | $357,186 | -11.2% | 11,294 | -17.4% | 0.30% | -24.2% |
Q3 2023 | $402,095 | -3.4% | 13,681 | +0.1% | 0.39% | -1.5% |
Q2 2023 | $416,228 | +47.3% | 13,674 | +44.6% | 0.40% | +40.6% |
Q1 2023 | $282,645 | – | 9,456 | – | 0.28% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Five Oceans Advisors | 325,649 | $10,896,216 | 5.71% |
AWM CAPITAL, LLC | 637,473 | $21,329,846 | 3.24% |
Quantum Financial Advisors, LLC | 547,370 | $18,315,000 | 3.22% |
Abacus Wealth Partners, LLC | 430,319 | $14,398,484 | 2.39% |
Retirement Solution LLC | 214,084 | $7,163,254 | 1.92% |
Francis Financial, Inc. | 111,740 | $3,738,821 | 1.13% |
Greenspring Advisors, LLC | 133,416 | $4,464,099 | 1.08% |
Cordant, Inc. | 34,190 | $1,143,998 | 0.64% |
Cook Wealth, LLC | 34,537 | $1,142,829 | 0.62% |
Northland Capital Management LLC | 25,979 | $869,242 | 0.61% |