DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,341,004 | -2.8% | 57,827 | +2.6% | 0.30% | -6.8% |
| Q2 2023 | $1,379,165 | +1.3% | 56,338 | +0.0% | 0.32% | -3.3% |
| Q1 2023 | $1,361,672 | +19.5% | 56,314 | +8.9% | 0.34% | +24.5% |
| Q4 2022 | $1,139,882 | +23.1% | 51,695 | +6.5% | 0.27% | +8.0% |
| Q3 2022 | $926,000 | +31.0% | 48,534 | +46.7% | 0.25% | +36.8% |
| Q2 2022 | $707,000 | – | 33,091 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 4,565,271 | $90,484,000 | 11.43% |
| SATOVSKY ASSET MANAGEMENT LLC | 514,065 | $9,813,000 | 5.64% |
| Carlson Capital Management | 2,352,721 | $44,866,000 | 3.82% |
| BetterWealth, LLC | 380,063 | $7,248,000 | 3.73% |
| Aprio Wealth Management, LLC | 340,904 | $6,501,000 | 2.61% |
| Merriman Wealth Management, LLC | 2,066,579 | $39,410,000 | 2.58% |
| LIBERTY WEALTH MANAGEMENT LLC | 450,468 | $8,585,000 | 2.29% |
| Applied Capital LLC | 81,580 | $1,556,000 | 1.07% |
| 3D/L Capital Management, LLC | 150,431 | $2,869,000 | 0.85% |
| PBMares Wealth Management LLC | 82,010 | $1,564,000 | 0.68% |