DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 72 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $440,267 | -6.3% | 13,366 | -4.2% | 0.33% | -8.2% |
| Q1 2024 | $469,855 | +5.4% | 13,955 | +0.3% | 0.36% | -1.9% |
| Q4 2023 | $445,721 | -16.7% | 13,915 | -25.4% | 0.37% | -28.8% |
| Q3 2023 | $535,243 | -5.6% | 18,643 | +0.1% | 0.52% | -3.9% |
| Q2 2023 | $567,126 | +74.0% | 18,625 | +71.7% | 0.54% | +66.3% |
| Q1 2023 | $326,023 | – | 10,849 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantum Financial Advisors, LLC | 907,041 | $29,877,931 | 5.25% |
| Francis Financial, Inc. | 512,912 | $16,895,337 | 5.11% |
| Retirement Solution LLC | 412,153 | $13,576,316 | 3.65% |
| AWM CAPITAL, LLC | 659,303 | $21,717,440 | 3.30% |
| Abacus Wealth Partners, LLC | 461,199 | $15,191,886 | 2.52% |
| Five Oceans Advisors | 123,862 | $4,080,014 | 2.14% |
| QUARRY HILL ADVISORS, LLC | 86,747 | $2,857,434 | 1.91% |
| Greenspring Advisors, LLC | 204,413 | $6,733,377 | 1.62% |
| New Capital Management LP | 141,457 | $4,659,594 | 1.43% |
| Northland Capital Management LLC | 59,983 | $1,975,855 | 1.38% |