DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 152 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,663,028 | +51.0% | 69,934 | +50.1% | 0.37% | +60.5% |
| Q2 2023 | $1,101,587 | -0.4% | 46,579 | +0.2% | 0.23% | -5.3% |
| Q1 2023 | $1,106,252 | +9.2% | 46,471 | +1.8% | 0.25% | +4.2% |
| Q4 2022 | $1,013,382 | +32.3% | 45,627 | +10.6% | 0.24% | +24.2% |
| Q3 2022 | $766,000 | – | 41,251 | – | 0.19% | – |
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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% |