DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 2 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,098,000 | -47.6% | 90,472 | -44.7% | 0.00% | 0.0% |
| Q2 2023 | $4,004,000 | +1037.5% | 163,563 | +1024.7% | 0.00% | – |
| Q1 2023 | $352,000 | -89.8% | 14,543 | -90.7% | 0.00% | -100.0% |
| Q4 2022 | $3,436,000 | +2221.6% | 155,834 | +1908.4% | 0.00% | – |
| Q3 2022 | $148,000 | +43.7% | 7,759 | +89.6% | 0.00% | – |
| Q1 2022 | $103,000 | – | 4,093 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,613,073 | $135,724,112 | 14.88% |
| Planning Center, Inc. | 1,500,954 | $37,178,631 | 10.22% |
| Aprio Wealth Management, LLC | 1,243,818 | $30,075,529 | 9.26% |
| Litman Gregory Wealth Management LLC | 834,694 | $20,360,787 | 7.58% |
| SATOVSKY ASSET MANAGEMENT LLC | 834,694 | $20,360,787 | 7.58% |
| Carlson Capital Management | 3,909,057 | $94,520,994 | 6.11% |
| Bridgewater Advisors Inc. | 998,249 | $24,137,649 | 5.27% |
| CPA Asset Management LLC | 248,475 | $6,008,126 | 4.49% |
| BetterWealth, LLC | 424,834 | $10,272,497 | 4.16% |
| Silicon Hills Wealth Management, LLC | 271,170 | $6,556,891 | 3.93% |