DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 221 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,879 | +18.5% | 106,992 | +19.7% | 0.04% | +12.9% |
Q1 2024 | $2,429 | +45.7% | 89,349 | +38.2% | 0.03% | +34.8% |
Q4 2023 | $1,667 | +42.8% | 64,647 | +31.7% | 0.02% | +27.8% |
Q3 2023 | $1,167 | +11.8% | 49,079 | +11.2% | 0.02% | +5.9% |
Q2 2023 | $1,044 | +6.9% | 44,125 | +7.5% | 0.02% | 0.0% |
Q1 2023 | $977 | -99.9% | 41,028 | +2.7% | 0.02% | +6.2% |
Q4 2022 | $887,000 | – | 39,932 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
Sensible Money, LLC | 224,038 | $5,333,217 | 4.60% |
LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |