DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 52 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,479,883 | -2.6% | 398,649 | -3.1% | 1.02% | -5.8% |
| Q2 2023 | $9,733,631 | -2.8% | 411,570 | -2.2% | 1.08% | -7.1% |
| Q1 2023 | $10,013,050 | +5.6% | 420,628 | -1.5% | 1.16% | -1.0% |
| Q4 2022 | $9,484,292 | -56.4% | 427,028 | -63.5% | 1.17% | -66.9% |
| Q3 2022 | $21,736,000 | +8196.2% | 1,171,103 | +9296.6% | 3.54% | +8747.5% |
| Q2 2022 | $262,000 | – | 12,463 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,755,423 | $184,423,963 | 9.54% |
| Del-Sette Capital Management, LLC | 235,790 | $5,607,098 | 5.52% |
| Planning Center, Inc. | 751,541 | $17,871,645 | 4.64% |
| LAM GROUP, INC. | 170,370 | $4,051,399 | 3.98% |
| Integris Wealth Management, LLC | 489,360 | $11,636,982 | 3.82% |
| Hassell Wealth Management, LLC | 223,529 | $5,022,769 | 3.66% |
| Seaside Wealth Management, Inc. | 278,260 | $6,617,030 | 3.36% |
| Forum Financial Management, LP | 6,367,210 | $151,412,255 | 3.35% |
| KEB ASSET MANAGEMENT, LLC | 322,806 | $7,676,327 | 3.17% |
| Delap Wealth Advisory, LLC | 125,740 | $2,990,097 | 2.89% |