DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,947,124 | +62.3% | 173,920 | +75.3% | 0.21% | +69.0% |
| Q2 2023 | $2,432,210 | +24.6% | 99,233 | +24.4% | 0.13% | +10.5% |
| Q1 2023 | $1,952,747 | +39.0% | 79,769 | +37.6% | 0.11% | +32.6% |
| Q4 2022 | $1,404,504 | +36.0% | 57,989 | +14.8% | 0.09% | +16.2% |
| Q3 2022 | $1,033,000 | – | 50,514 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |
| Forum Financial Management, LP | 3,006,092 | $71,560,016 | 2.07% |