DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,092,813 | +38.6% | 237,167 | +43.2% | 0.09% | +36.5% |
Q2 2023 | $4,396,467 | +113.5% | 165,654 | +93.2% | 0.06% | +70.3% |
Q1 2023 | $2,059,050 | 0.0% | 85,758 | 0.0% | 0.04% | 0.0% |
Q4 2022 | $2,059,050 | +87.5% | 85,758 | +66.6% | 0.04% | +68.2% |
Q3 2022 | $1,098,000 | – | 51,476 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 6,589,260 | $169,278,098 | 16.32% |
Aprio Wealth Management, LLC | 1,889,002 | $48,528,463 | 13.33% |
Safeguard Investment Advisory Group, LLC | 1,056,979 | $27,153,782 | 11.82% |
FINANCIAL CONSULATE, INC | 1,002,335 | $25,749,981 | 11.37% |
Planning Center, Inc. | 1,596,280 | $41,008,433 | 10.66% |
Merriman Wealth Management, LLC | 7,784,610 | $199,986,629 | 10.34% |
3D/L Capital Management, LLC | 1,194,035 | $30,674,778 | 9.97% |
Verdad Advisers, LP | 251,500 | $6,461,035 | 9.88% |
Leading Edge Financial Planning LLC | 522,017 | $13,410,630 | 8.59% |
BetterWealth, LLC | 780,090 | $20,040,500 | 8.07% |