DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 43 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,901,131 | +0.3% | 718,128 | +2.6% | 0.47% | -1.5% |
| Q1 2024 | $18,848,974 | +10.0% | 699,665 | +4.8% | 0.48% | +0.4% |
| Q4 2023 | $17,129,281 | +2.9% | 667,548 | -7.0% | 0.48% | -5.0% |
| Q3 2023 | $16,649,586 | +0.4% | 717,964 | +6.0% | 0.50% | +3.3% |
| Q2 2023 | $16,587,541 | +8.8% | 677,595 | +7.5% | 0.49% | -2.6% |
| Q1 2023 | $15,239,196 | +16.9% | 630,239 | +6.6% | 0.50% | +9.4% |
| Q4 2022 | $13,033,158 | +74.1% | 591,072 | +50.6% | 0.46% | +51.0% |
| Q3 2022 | $7,485,000 | +218.2% | 392,505 | +256.5% | 0.30% | +217.9% |
| Q2 2022 | $2,352,000 | – | 110,089 | – | 0.10% | – |
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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% |
| SATOVSKY ASSET MANAGEMENT LLC | 834,694 | $20,360,787 | 7.58% |
| Litman Gregory Wealth 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% |