Equitable Holdings, Inc. - DIMENSIONAL ETF TRUST ownership

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DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 7 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

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Quarter-by-quarter ownership
Equitable Holdings, Inc. ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$929,644
+0.1%
36,187
+3.5%
0.01%0.0%
Q2 2023$928,263
+8.7%
34,976
+3.0%
0.01%
-7.1%
Q1 2023$854,081
+32.4%
33,973
+26.4%
0.01%
+27.3%
Q4 2022$645,101
+62.5%
26,868
+44.3%
0.01%
+37.5%
Q3 2022$397,000–18,622–0.01%–
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Other shareholders
DIMENSIONAL ETF TRUST shareholders Q4 2023
NameSharesValueWeighting ↓
Adero Partners, LLC 6,589,260$169,278,09816.32%
Aprio Wealth Management, LLC 1,889,002$48,528,46313.33%
Safeguard Investment Advisory Group, LLC 1,056,979$27,153,78211.82%
FINANCIAL CONSULATE, INC 1,002,335$25,749,98111.37%
Planning Center, Inc. 1,596,280$41,008,43310.66%
Merriman Wealth Management, LLC 7,784,610$199,986,62910.34%
3D/L Capital Management, LLC 1,194,035$30,674,7789.97%
Verdad Advisers, LP 251,500$6,461,0359.88%
Leading Edge Financial Planning LLC 522,017$13,410,6308.59%
BetterWealth, LLC 780,090$20,040,5008.07%
View complete list of DIMENSIONAL ETF TRUST shareholders