DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 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 | 6,697,047 | $124,297,000 | 8.14% |
| Callan Capital, LLC | 1,171,103 | $21,736,000 | 3.54% |
| Steward Financial Group LLC | 112,086 | $2,080,000 | 1.54% |
| Asset Dedication, LLC | 736,509 | $13,669,000 | 1.50% |
| BetterWealth, LLC | 150,231 | $2,788,000 | 1.43% |
| COLLECTIVE FAMILY OFFICE LLC | 147,666 | $2,741,000 | 1.36% |
| LIBERTY WEALTH MANAGEMENT LLC | 254,925 | $4,727,000 | 1.26% |
| Derbend Asset Management | 71,219 | $1,322,000 | 1.05% |
| Henrickson Nauta Wealth Advisors, Inc. | 56,939 | $1,057,000 | 1.01% |
| MONOGRAPH WEALTH ADVISORS, LLC | 160,895 | $2,986,000 | 0.98% |