DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 56 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,181,075 | +36.5% | 96,657 | +47.6% | 0.12% | +42.2% |
Q2 2023 | $1,597,974 | +36.8% | 65,477 | +38.4% | 0.08% | +22.1% |
Q1 2023 | $1,167,798 | +188.6% | 47,298 | +180.6% | 0.07% | +172.0% |
Q4 2022 | $404,640 | +19.4% | 16,857 | +3.4% | 0.02% | +4.2% |
Q3 2022 | $339,000 | +7.3% | 16,299 | +17.2% | 0.02% | +4.3% |
Q2 2022 | $316,000 | – | 13,911 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 5,694,660 | $132,059,171 | 12.73% |
Verdad Advisers, LP | 304,000 | $7,049,760 | 10.78% |
Planning Center, Inc. | 1,623,168 | $37,641,266 | 9.78% |
Aprio Wealth Management, LLC | 1,292,011 | $29,961,724 | 8.23% |
SATOVSKY ASSET MANAGEMENT LLC | 879,759 | $20,401,605 | 6.91% |
Carlson Capital Management | 4,625,751 | $107,271,177 | 6.36% |
CPA Asset Management LLC | 259,116 | $6,008,901 | 4.21% |
Bridgewater Advisors Inc. | 1,084,258 | $25,143,950 | 4.03% |
BetterWealth, LLC | 426,776 | $9,896,931 | 3.98% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 381,808 | $8,854,128 | 3.89% |