DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V658. A total of 68 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,148,340 | +20.4% | 125,984 | +23.0% | 2.16% | +13.9% |
| Q1 2024 | $2,615,600 | +5.7% | 102,452 | +7.6% | 1.90% | -1.9% |
| Q4 2023 | $2,473,712 | +69.7% | 95,216 | +46.4% | 1.94% | +47.8% |
| Q3 2023 | $1,457,412 | +30.7% | 65,034 | +42.3% | 1.31% | +35.8% |
| Q2 2023 | $1,114,940 | +15.7% | 45,713 | +16.5% | 0.96% | -1.3% |
| Q1 2023 | $963,317 | – | 39,239 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Forum Financial Management, LP | 13,792,772 | $344,681,377 | 6.24% |
| Creative Capital Management Investments LLC | 511,923 | $12,792,956 | 6.22% |
| Sprinkle Financial Consultants LLC | 303,505 | $7,584,520 | 5.98% |
| DiNuzzo Private Wealth, Inc. | 1,535,460 | $38,371,152 | 5.18% |
| Private Ocean, LLC | 2,180,268 | $54,484,899 | 4.81% |
| Private Wealth Management Group, LLC | 423,531 | $10,584,040 | 4.58% |
| RS CRUM INC. | 679,199 | $16,973,191 | 4.45% |
| Tilson Financial Group, Inc. | 175,300 | $4,381 | 4.42% |
| Advisory Services & Investments, LLC | 230,811 | $5,767,973 | 4.01% |
| Syverson Strege & Co | 469,968 | $11,744,502 | 4.00% |