DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,919,246 | +5.8% | 222,590 | +7.1% | 0.60% | -0.2% |
| Q1 2024 | $4,648,698 | +1.1% | 207,809 | +2.8% | 0.60% | -10.8% |
| Q4 2023 | $4,596,186 | +97.2% | 202,119 | +69.3% | 0.67% | +72.1% |
| Q3 2023 | $2,330,549 | -3.5% | 119,393 | +6.4% | 0.39% | -5.6% |
| Q2 2023 | $2,414,566 | +22.5% | 112,201 | +22.4% | 0.41% | +6.4% |
| Q1 2023 | $1,970,272 | +6.1% | 91,683 | +4.4% | 0.39% | -10.2% |
| Q4 2022 | $1,856,595 | +69.9% | 87,782 | +65.2% | 0.43% | +24.1% |
| Q3 2022 | $1,092,473 | – | 53,136 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Brown Financial Advisory | 675,000 | $15,349,500 | 12.50% |
| RAM Investment Partners, LLC | 1,089,648 | $24,778,607 | 8.64% |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,659,928 | $37,746,758 | 7.98% |
| Fidato Wealth LLC | 362,042 | $8,232,840 | 7.86% |
| Rather & Kittrell, Inc. | 814,120 | $18,513,327 | 6.46% |
| ASSET PLANNING CORPORATION | 336,811 | $7,659,076 | 5.92% |
| Crestmont Private Wealth LLC | 390,470 | $8,879,288 | 4.52% |
| Vannoy Advisory Group, Inc. | 238,829 | $5,430,982 | 4.46% |
| GREAT OAK CAPITAL PARTNERS, LLC | 360,480 | $8,197,321 | 4.38% |
| Beaird Harris Wealth Management, LLC | 1,722,823 | $39,176,992 | 4.11% |