DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V823. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,153,545 | +4.3% | 1,183,418 | +5.5% | 7.59% | -3.8% |
| Q1 2024 | $25,087,163 | +1.2% | 1,121,465 | +2.9% | 7.89% | -8.7% |
| Q4 2023 | $24,778,607 | +9.2% | 1,089,648 | -6.3% | 8.64% | -10.0% |
| Q3 2023 | $22,690,563 | -7.5% | 1,162,426 | +2.0% | 9.60% | -6.4% |
| Q2 2023 | $24,533,292 | +272.1% | 1,140,023 | +271.6% | 10.26% | +189.0% |
| Q1 2023 | $6,593,551 | +20.2% | 306,819 | +18.3% | 3.55% | +5.2% |
| Q4 2022 | $5,484,070 | – | 259,294 | – | 3.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 1,878,558 | $41,516,124 | 11.79% |
| Brown Financial Advisory | 591,991 | $13,083,002 | 10.06% |
| Fidato Wealth LLC | 389,815 | $8,614,907 | 7.61% |
| RAM Investment Partners, LLC | 1,183,418 | $26,153,545 | 7.59% |
| GREAT OAK CAPITAL PARTNERS, LLC | 744,463 | $17,844,788 | 6.71% |
| ASSET PLANNING CORPORATION | 334,373 | $7,389,643 | 5.53% |
| Rather & Kittrell, Inc. | 852,248 | $18,834,674 | 5.18% |
| Adero Partners, LLC | 2,949,526 | $65,184,530 | 4.75% |
| Vannoy Advisory Group, Inc. | 247,919 | $5,479,018 | 4.24% |
| Core Wealth Management, Inc. | 451,296 | $9,973,647 | 4.05% |