DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V690. A total of 117 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,378,037 | +29.5% | 72,193 | +32.3% | 0.69% | +19.4% |
| Q1 2024 | $1,836,901 | +18.6% | 54,556 | +12.9% | 0.58% | +7.0% |
| Q4 2023 | $1,548,464 | +10.1% | 48,341 | -1.3% | 0.54% | -9.2% |
| Q3 2023 | $1,406,130 | +3.1% | 48,977 | +9.4% | 0.60% | +4.4% |
| Q2 2023 | $1,363,673 | +3.7% | 44,784 | +2.4% | 0.57% | -19.5% |
| Q1 2023 | $1,314,838 | +46.1% | 43,755 | +35.1% | 0.71% | +27.8% |
| Q4 2022 | $899,863 | – | 32,385 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantum Financial Advisors, LLC | 860,839 | $25,868,212 | 8.14% |
| Retirement Solution LLC | 365,745 | $10,990,641 | 3.86% |
| Abacus Wealth Partners, LLC | 317,720 | $9,827,080 | 3.25% |
| Francis Financial, Inc. | 137,450 | $4,130,362 | 2.80% |
| Brainard Capital Management LLC | 74,988 | $2,253,390 | 1.72% |
| Planning Center, Inc. | 134,583 | $4,141,119 | 1.14% |
| Adero Partners, LLC | 273,637 | $8,222,783 | 0.90% |
| Merriman Wealth Management, LLC | 475,563 | $14,290,672 | 0.74% |
| RAM Investment Partners, LLC | 43,755 | $1,314,838 | 0.71% |
| Five Oceans Advisors | 35,074 | $1,053,974 | 0.68% |