DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 165 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,756,701 | +45.8% | 377,802 | +45.9% | 4.16% | +15.1% |
| Q1 2024 | $12,177,321 | +49.1% | 258,872 | +49.0% | 3.61% | +17.7% |
| Q4 2023 | $8,168,670 | +33.8% | 173,765 | +32.0% | 3.07% | -5.1% |
| Q3 2023 | $6,106,390 | +26.8% | 131,660 | +26.7% | 3.23% | +12.8% |
| Q2 2023 | $4,817,337 | +26.1% | 103,934 | +26.9% | 2.87% | +5.2% |
| Q1 2023 | $3,820,907 | – | 81,888 | – | 2.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RCS Financial Planning, LLC | 288,445 | $13,294,444 | 12.92% |
| TRIAD FINANCIAL ADVISORS, INC. | 485,052 | $22,356,050 | 9.97% |
| Onyx Financial Advisors, LLC | 152,107 | $7,010,592 | 6.98% |
| Kooman & Associates | 139,393 | $6,424,623 | 6.33% |
| RAM Investment Partners, LLC | 219,804 | $10,130,760 | 6.23% |
| Rather & Kittrell, Inc. | 191,281 | $8,816,141 | 4.69% |
| SJS Investment Consulting Inc. | 284,551 | $13,114,956 | 3.90% |
| LEGACY FINANCIAL GROUP, INC. | 135,992 | $6,267,878 | 3.86% |
| FinDec Wealth Services, Inc. | 98,885 | $4,557,592 | 3.77% |
| TCP Asset Management, LLC | 103,006 | $4,747,547 | 3.71% |