DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 133 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,642,987 | +91.3% | 692,919 | +93.3% | 0.19% | +67.0% |
| Q1 2024 | $9,746,713 | -11.3% | 358,467 | -15.9% | 0.11% | -21.1% |
| Q4 2023 | $10,993,584 | +83.8% | 426,355 | +69.5% | 0.14% | +59.6% |
| Q3 2023 | $5,982,844 | +41.0% | 251,591 | +40.3% | 0.09% | +34.8% |
| Q2 2023 | $4,242,043 | +0.8% | 179,368 | +1.5% | 0.07% | -15.4% |
| Q1 2023 | $4,207,011 | +12.5% | 176,728 | +4.9% | 0.08% | -14.3% |
| Q4 2022 | $3,741,033 | – | 168,439 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 506,591 | $13,629,831 | 12.63% |
| Merriman Wealth Management, LLC | 8,386,412 | $225,636,412 | 9.86% |
| MB Generational Wealth, LLC | 458,074 | $12,324,481 | 9.55% |
| Shotwell Rutter Baer Inc | 222,103 | $6,067,863 | 5.38% |
| Keyes, Stange & Wooten Wealth Management, LLC | 277,270 | $7,459,950 | 5.19% |
| Del-Sette Capital Management, LLC | 224,936 | $6,051,882 | 4.97% |
| Physician Wealth Solutions Inc. | 240,655 | $6,474,834 | 4.62% |
| Financial Architects, LLC | 240,915 | $6,481,818 | 4.41% |
| Private Wealth Management Group, LLC | 375,564 | $10,104,550 | 4.38% |
| Integris Wealth Management, LLC | 537,953 | $14,473,648 | 4.18% |