DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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 | 4,565,271 | $90,484,000 | 11.43% |
| SATOVSKY ASSET MANAGEMENT LLC | 514,065 | $9,813,000 | 5.64% |
| Carlson Capital Management | 2,352,721 | $44,866,000 | 3.82% |
| BetterWealth, LLC | 380,063 | $7,248,000 | 3.73% |
| Aprio Wealth Management, LLC | 340,904 | $6,501,000 | 2.61% |
| Merriman Wealth Management, LLC | 2,066,579 | $39,410,000 | 2.58% |
| LIBERTY WEALTH MANAGEMENT LLC | 450,468 | $8,585,000 | 2.29% |
| Applied Capital LLC | 81,580 | $1,556,000 | 1.07% |
| 3D/L Capital Management, LLC | 150,431 | $2,869,000 | 0.85% |
| PBMares Wealth Management LLC | 82,010 | $1,564,000 | 0.68% |