DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 125 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,748,782 | +5.9% | 613,032 | +9.4% | 0.14% | +7.1% |
| Q2 2023 | $14,872,641 | +23.8% | 560,385 | +17.2% | 0.13% | +4.1% |
| Q1 2023 | $12,017,320 | +24665.7% | 478,016 | +23552.4% | 0.12% | +12000.0% |
| Q4 2022 | $48,524 | +142.6% | 2,021 | +114.8% | 0.00% | – |
| Q3 2022 | $20,000 | -33.3% | 941 | -29.4% | 0.00% | – |
| Q2 2022 | $30,000 | – | 1,332 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,364,069 | $144,719,000 | 20.52% |
| Merriman Wealth Management, LLC | 6,611,375 | $148,756,000 | 10.46% |
| 3D/L Capital Management, LLC | 1,399,229 | $31,483,000 | 8.80% |
| BetterWealth, LLC | 674,292 | $15,172,000 | 7.49% |
| Syverson Strege & Co | 504,187 | $11,344,000 | 4.17% |
| Carlson Capital Management | 1,503,989 | $33,840,000 | 2.98% |
| Crown Wealth Group, LLC | 117,795 | $2,650,000 | 2.40% |
| REDW Wealth LLC | 227,525 | $5,119,000 | 1.88% |
| Applied Capital LLC | 114,731 | $2,581,000 | 1.77% |
| LIBERTY WEALTH MANAGEMENT LLC | 159,999 | $3,599,000 | 1.46% |