DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 181 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,254 | -1.4% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $28,656 | +3.1% | 1,115 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,797 | +0.6% | 1,115 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $27,619 | +15.1% | 1,115 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | +60.0% | 1,115 | +68.9% | 0.01% | +66.7% |
| Q2 2022 | $15,000 | – | 660 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hassell Wealth Management, LLC | 415,894 | $11,008,716 | 8.25% |
| Merriman Wealth Management, LLC | 6,266,747 | $155,227,312 | 7.96% |
| BetterWealth, LLC | 571,590 | $14,158,278 | 6.37% |
| Leading Edge Financial Planning LLC | 243,192 | $6,023,868 | 5.21% |
| Stordahl Capital Management, Inc. | 640,830 | $15,873,365 | 5.20% |
| JMG Financial Group, Ltd. | 3,736,621 | $92,556 | 5.08% |
| RCS Financial Planning, LLC | 178,719 | $4,426,875 | 4.30% |
| Advisory Services & Investments, LLC | 166,336 | $4,120,132 | 4.10% |
| VANCE WEALTH, INC. | 246,868 | $6,114,920 | 3.81% |
| Cahill Wealth Management, LLC | 173,098 | $4,803,464 | 3.49% |