DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 181 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,320,756 | +2.2% | 431,289 | +16.7% | 0.56% | +6.1% |
| Q2 2023 | $10,100,250 | +38.2% | 369,431 | +24.6% | 0.52% | +23.2% |
| Q1 2023 | $7,306,398 | +46.4% | 296,526 | +66.6% | 0.43% | +39.2% |
| Q4 2022 | $4,989,443 | +55.9% | 177,940 | +39.9% | 0.31% | +34.2% |
| Q3 2022 | $3,200,000 | +36.3% | 127,180 | +34.6% | 0.23% | +34.1% |
| Q2 2022 | $2,347,000 | – | 94,518 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hassell Wealth Management, LLC | 415,894 | $11,008,716 | 8.25% |
| Merriman Wealth Management, LLC | 6,266,747 | $155,227,312 | 7.96% |
| BetterWealth, LLC | 571,590 | $14,158,278 | 6.37% |
| Leading Edge Financial Planning LLC | 243,192 | $6,023,868 | 5.21% |
| Stordahl Capital Management, Inc. | 640,830 | $15,873,365 | 5.20% |
| JMG Financial Group, Ltd. | 3,736,621 | $92,556 | 5.08% |
| RCS Financial Planning, LLC | 178,719 | $4,426,875 | 4.30% |
| Advisory Services & Investments, LLC | 166,336 | $4,120,132 | 4.10% |
| VANCE WEALTH, INC. | 246,868 | $6,114,920 | 3.81% |
| Cahill Wealth Management, LLC | 173,098 | $4,803,464 | 3.49% |