DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 221 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,631,171 | +2.8% | 692,480 | +3.8% | 0.05% | +2.1% |
| Q1 2024 | $18,132,140 | +9.0% | 666,868 | +3.3% | 0.05% | -12.7% |
| Q4 2023 | $16,639,503 | +13.1% | 645,317 | +4.3% | 0.06% | -23.6% |
| Q3 2023 | $14,714,754 | -0.6% | 618,787 | -1.1% | 0.07% | +24.1% |
| Q2 2023 | $14,799,599 | +4.4% | 625,776 | +5.0% | 0.06% | +75.8% |
| Q1 2023 | $14,182,332 | +11.0% | 595,771 | +3.5% | 0.03% | -59.8% |
| Q4 2022 | $12,780,031 | +195.0% | 575,418 | +146.5% | 0.08% | +57.7% |
| Q3 2022 | $4,332,000 | – | 233,409 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 506,591 | $13,629,831 | 12.63% |
| Merriman Wealth Management, LLC | 8,386,412 | $225,636,412 | 9.86% |
| MB Generational Wealth, LLC | 458,074 | $12,324,481 | 9.55% |
| Shotwell Rutter Baer Inc | 222,103 | $6,067,863 | 5.38% |
| Keyes, Stange & Wooten Wealth Management, LLC | 277,270 | $7,459,950 | 5.19% |
| Del-Sette Capital Management, LLC | 224,936 | $6,051,882 | 4.97% |
| Physician Wealth Solutions Inc. | 240,655 | $6,474,834 | 4.62% |
| Financial Architects, LLC | 240,915 | $6,481,818 | 4.41% |
| Private Wealth Management Group, LLC | 375,564 | $10,104,550 | 4.38% |
| Integris Wealth Management, LLC | 537,953 | $14,473,648 | 4.18% |