DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V724. A total of 566 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,169,316 | -2.6% | 29,776 | +1.4% | 0.26% | -17.0% |
Q1 2024 | $1,200,988 | +15.4% | 29,364 | +5.0% | 0.31% | +15.6% |
Q4 2023 | $1,040,464 | +34.9% | 27,955 | +23.3% | 0.27% | +21.2% |
Q3 2023 | $771,427 | -1.1% | 22,675 | -96.4% | 0.22% | -2.2% |
Q2 2023 | $779,709 | +6.0% | 625,235 | +2745.6% | 0.23% | -2.2% |
Q1 2023 | $735,643 | +71.8% | 21,972 | +71.8% | 0.23% | +54.7% |
Q4 2022 | $428,103 | – | 12,787 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
M Financial Asset Management, Inc. | 187,090 | $7,347 | 28.32% |
FMFE Wealth Management, LLC | 601,606 | $23,625,060 | 21.95% |
Efficient Frontier Advisors LLC | 786,207 | $30,874 | 21.76% |
Team Hewins, LLC | 1,098,577 | $43,141,102 | 17.92% |
Disciplined Equity Management, Inc. | 689,682 | $27,083,813 | 17.84% |
DIXON FNANCIAL SERVICES, INC. | 789,936 | $31,020,787 | 17.39% |
Meritas Wealth Management, LLC | 626,043 | $24,584,692 | 17.34% |
Trust Co of the South | 1,848,594 | $72,594,456 | 17.19% |
Heritage Wealth Management, Inc./Texas | 640,730 | $25,161,617 | 15.68% |
Index Fund Advisors, Inc. | 6,513,529 | $255,786,280 | 14.46% |