DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V864. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,501,788 | +9.9% | 372,378 | +10.0% | 2.13% | +3.7% |
| Q1 2024 | $15,919,190 | +14.1% | 338,418 | +14.0% | 2.06% | +0.6% |
| Q4 2023 | $13,950,245 | +8.9% | 296,751 | +7.4% | 2.04% | -5.0% |
| Q3 2023 | $12,812,975 | +9.9% | 276,261 | +9.8% | 2.15% | +7.4% |
| Q2 2023 | $11,661,156 | +16.0% | 251,589 | +16.8% | 2.00% | +0.8% |
| Q1 2023 | $10,054,259 | +24.7% | 215,479 | +23.2% | 1.98% | +5.5% |
| Q4 2022 | $8,060,930 | +24.4% | 174,895 | +24.1% | 1.88% | -9.2% |
| Q3 2022 | $6,481,069 | +819.3% | 140,893 | +836.9% | 2.07% | +527.9% |
| Q2 2022 | $704,969 | – | 15,038 | – | 0.33% | – |
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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% |