DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $485,302 | +0.5% | 20,408 | 0.0% | 0.37% | +4.5% |
Q2 2023 | $482,649 | +0.4% | 20,408 | +1.0% | 0.35% | -3.3% |
Q1 2023 | $480,932 | +25.6% | 20,203 | +17.2% | 0.36% | +20.9% |
Q4 2022 | $382,923 | +87.7% | 17,241 | +57.0% | 0.30% | +78.7% |
Q3 2022 | $204,000 | +308.0% | 10,985 | +360.4% | 0.17% | +322.5% |
Q2 2022 | $50,000 | – | 2,386 | – | 0.04% | – |
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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% |
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% |
Forum Financial Management, LP | 3,006,092 | $71,560,016 | 2.07% |