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 | $10,843,570 | +10.0% | 403,032 | +11.2% | 0.41% | +10.6% |
| Q1 2024 | $9,856,969 | +31.8% | 362,522 | +25.0% | 0.37% | +21.1% |
| Q4 2023 | $7,476,101 | +36.0% | 289,940 | +25.4% | 0.30% | +14.3% |
| Q3 2023 | $5,497,157 | +6.7% | 231,167 | +6.2% | 0.27% | +12.7% |
| Q2 2023 | $5,150,093 | -0.7% | 217,763 | -0.1% | 0.24% | -12.3% |
| Q1 2023 | $5,188,740 | +6.4% | 217,968 | -0.7% | 0.27% | +2.7% |
| Q4 2022 | $4,876,516 | +469.0% | 219,564 | +375.4% | 0.26% | +403.8% |
| Q3 2022 | $857,000 | – | 46,181 | – | 0.05% | – |
Download | ||||||
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% |