DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V732. A total of 304 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,077,713 | +11.9% | 189,963 | +6.7% | 3.63% | +9.0% |
| Q1 2024 | $4,536,945 | +8.0% | 177,989 | +5.7% | 3.33% | +4.0% |
| Q4 2023 | $4,201,327 | +9.8% | 168,322 | +2.6% | 3.20% | +4.5% |
| Q3 2023 | $3,824,888 | -3.9% | 164,088 | -0.8% | 3.06% | +1.3% |
| Q2 2023 | $3,978,230 | +18.2% | 165,415 | +16.0% | 3.02% | +11.6% |
| Q1 2023 | $3,364,932 | +39.4% | 142,642 | +32.8% | 2.71% | +24.3% |
| Q4 2022 | $2,413,282 | – | 107,448 | – | 2.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE CAPITAL LLC | 477,250 | $12,756,892 | 11.40% |
| EnRich Financial Partners LLC | 1,088,680 | $29,100,421 | 10.67% |
| GREAT OAK CAPITAL PARTNERS, LLC | 952,233 | $24,929,454 | 9.38% |
| Your Advocates Ltd., LLP | 825,255 | $22,059,069 | 9.26% |
| Kooman & Associates | 850,136 | $22,724,135 | 9.14% |
| Oakwell Private Wealth Management, LLC | 1,188,346 | $31,764,480 | 8.97% |
| Heritage Financial Services, LLC | 2,243,881 | $59,978,940 | 8.60% |
| Seaside Wealth Management, Inc. | 773,922 | $20,686,926 | 8.58% |
| Pinnacle Financial Group, LLC / IL | 686,138 | $18,340,458 | 7.84% |
| BCR Wealth Strategies, LLC | 450,826 | $12,050 | 7.84% |