DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 7 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,460,429 | -7.4% | 1,185,692 | -4.4% | 4.91% | +7.1% |
| Q2 2023 | $32,906,499 | -42.8% | 1,239,883 | -45.8% | 4.59% | -45.2% |
| Q1 2023 | $57,479,812 | +7.2% | 2,286,389 | +2.4% | 8.37% | -0.0% |
| Q4 2022 | $53,635,326 | +13.6% | 2,233,874 | +1.0% | 8.37% | +2.1% |
| Q3 2022 | $47,219,000 | +6324.4% | 2,212,702 | +6670.8% | 8.20% | +6567.5% |
| Q2 2022 | $735,000 | – | 32,680 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,894,225 | $134,801,000 | 17.03% |
| LIBERTY WEALTH MANAGEMENT LLC | 1,927,200 | $41,110,000 | 10.96% |
| Merriman Wealth Management, LLC | 7,145,034 | $152,475,000 | 9.99% |
| 3D/L Capital Management, LLC | 1,386,536 | $29,589,000 | 8.78% |
| LVZ, Inc. | 2,212,702 | $47,219,000 | 8.20% |
| BetterWealth, LLC | 713,159 | $15,219,000 | 7.83% |
| Crown Wealth Group, LLC | 310,309 | $6,622,000 | 6.79% |
| Syverson Strege & Co | 507,325 | $10,826,000 | 5.49% |
| Aprio Wealth Management, LLC | 551,395 | $11,767,000 | 4.73% |
| Applied Capital LLC | 180,655 | $3,855,000 | 2.65% |