DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 156 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,556,307 | +11.2% | 613,661 | +18.6% | 0.84% | +15.4% |
| Q2 2023 | $13,985,723 | +37.3% | 517,223 | +28.1% | 0.73% | +22.4% |
| Q1 2023 | $10,186,824 | +51.1% | 403,918 | +53.1% | 0.59% | +43.8% |
| Q4 2022 | $6,741,176 | +85.4% | 263,843 | +70.2% | 0.41% | +58.8% |
| Q3 2022 | $3,636,000 | +255.1% | 155,062 | +270.8% | 0.26% | +251.4% |
| Q2 2022 | $1,024,000 | +318.0% | 41,823 | +299.2% | 0.07% | +289.5% |
| Q1 2022 | $245,000 | – | 10,476 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,364,069 | $144,719,000 | 20.52% |
| Merriman Wealth Management, LLC | 6,611,375 | $148,756,000 | 10.46% |
| 3D/L Capital Management, LLC | 1,399,229 | $31,483,000 | 8.80% |
| BetterWealth, LLC | 674,292 | $15,172,000 | 7.49% |
| Syverson Strege & Co | 504,187 | $11,344,000 | 4.17% |
| Carlson Capital Management | 1,503,989 | $33,840,000 | 2.98% |
| Crown Wealth Group, LLC | 117,795 | $2,650,000 | 2.40% |
| REDW Wealth LLC | 227,525 | $5,119,000 | 1.88% |
| Applied Capital LLC | 114,731 | $2,581,000 | 1.77% |
| LIBERTY WEALTH MANAGEMENT LLC | 159,999 | $3,599,000 | 1.46% |