DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 125 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,782,305 | -4.7% | 341,857 | -1.5% | 1.16% | -1.2% |
| Q2 2023 | $9,210,962 | +14.8% | 347,060 | +8.7% | 1.17% | +9.2% |
| Q1 2023 | $8,025,829 | +12.2% | 319,245 | +7.1% | 1.07% | -0.5% |
| Q4 2022 | $7,153,744 | +15.6% | 297,949 | +2.8% | 1.08% | +0.9% |
| Q3 2022 | $6,186,000 | +12.1% | 289,896 | +18.3% | 1.07% | +17.9% |
| Q2 2022 | $5,516,000 | +249.6% | 245,144 | +309.1% | 0.90% | +225.2% |
| Q1 2022 | $1,578,000 | – | 59,923 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,589,260 | $169,278,098 | 16.32% |
| Aprio Wealth Management, LLC | 1,889,002 | $48,528,463 | 13.33% |
| Safeguard Investment Advisory Group, LLC | 1,056,979 | $27,153,782 | 11.82% |
| FINANCIAL CONSULATE, INC | 1,002,335 | $25,749,981 | 11.37% |
| Planning Center, Inc. | 1,596,280 | $41,008,433 | 10.66% |
| Merriman Wealth Management, LLC | 7,784,610 | $199,986,629 | 10.34% |
| 3D/L Capital Management, LLC | 1,194,035 | $30,674,778 | 9.97% |
| Verdad Advisers, LP | 251,500 | $6,461,035 | 9.88% |
| Leading Edge Financial Planning LLC | 522,017 | $13,410,630 | 8.59% |
| BetterWealth, LLC | 780,090 | $20,040,500 | 8.07% |