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 | 5,801,358 | $127,919,934 | 15.40% |
| Planning Center, Inc. | 1,165,944 | $25,709,065 | 7.82% |
| SATOVSKY ASSET MANAGEMENT LLC | 722,664 | $16,017,135 | 6.64% |
| Aprio Wealth Management, LLC | 793,528 | $17,497,301 | 6.15% |
| Carlson Capital Management | 3,053,939 | $67,339,356 | 4.86% |
| Bridgewater Advisors Inc. | 885,716 | $19,530,045 | 4.72% |
| CPA Asset Management LLC | 246,369 | $5,432,436 | 4.15% |
| BetterWealth, LLC | 410,409 | $9,049,528 | 4.07% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 305,716 | $6,741,038 | 3.26% |
| True Wealth Design, LLC | 286,386 | $6,314,819 | 2.92% |