DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 279 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,385,277 | +24.3% | 837,459 | +18.5% | 2.73% | +17.2% |
| Q1 2024 | $18,011,822 | +46.5% | 706,623 | +43.5% | 2.32% | +29.1% |
| Q4 2023 | $12,293,800 | +45.5% | 492,540 | +35.9% | 1.80% | +27.0% |
| Q3 2023 | $8,450,685 | +5.6% | 362,535 | +9.0% | 1.42% | +3.3% |
| Q2 2023 | $8,001,361 | +4.9% | 332,697 | +2.9% | 1.37% | -8.8% |
| Q1 2023 | $7,627,811 | +9.9% | 323,349 | +4.6% | 1.51% | -7.1% |
| Q4 2022 | $6,942,812 | +279.2% | 309,119 | +245.1% | 1.62% | +177.1% |
| Q3 2022 | $1,831,105 | +245.2% | 89,584 | +297.4% | 0.58% | +135.9% |
| Q2 2022 | $530,421 | – | 22,542 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 1,232,345 | $30,759,331 | 24.14% |
| Your Advocates Ltd., LLP | 1,131,542 | $28,243,288 | 11.37% |
| CAPSTONE CAPITAL LLC | 447,556 | $11,170,998 | 10.99% |
| EnRich Financial Partners LLC | 983,200 | $24,540,678 | 10.24% |
| GREAT OAK CAPITAL PARTNERS, LLC | 708,208 | $17,676,867 | 9.44% |
| Kooman & Associates | 795,742 | $19,861,720 | 8.89% |
| Seaside Wealth Management, Inc. | 729,896 | $18,218,216 | 8.33% |
| Oakwell Private Wealth Management, LLC | 947,514 | $23,649,946 | 8.26% |
| Parcion Private Wealth LLC | 3,354,316 | $83,723,725 | 7.66% |
| Forum Financial Management, LP | 15,560,532 | $388,390,871 | 7.32% |