DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,271,177 | -0.8% | 4,625,751 | +4.7% | 6.36% | -2.6% |
| Q2 2023 | $108,112,541 | +14.4% | 4,416,362 | +13.0% | 6.53% | +6.8% |
| Q1 2023 | $94,520,994 | +40.4% | 3,909,057 | +28.0% | 6.11% | +25.8% |
| Q4 2022 | $67,339,356 | +50.1% | 3,053,939 | +29.8% | 4.86% | +27.3% |
| Q3 2022 | $44,866,000 | +36.6% | 2,352,721 | +53.0% | 3.82% | +32.1% |
| Q2 2022 | $32,852,000 | – | 1,538,035 | – | 2.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 4,565,271 | $90,484,000 | 11.43% |
| SATOVSKY ASSET MANAGEMENT LLC | 514,065 | $9,813,000 | 5.64% |
| Carlson Capital Management | 2,352,721 | $44,866,000 | 3.82% |
| BetterWealth, LLC | 380,063 | $7,248,000 | 3.73% |
| Aprio Wealth Management, LLC | 340,904 | $6,501,000 | 2.61% |
| Merriman Wealth Management, LLC | 2,066,579 | $39,410,000 | 2.58% |
| LIBERTY WEALTH MANAGEMENT LLC | 450,468 | $8,585,000 | 2.29% |
| Applied Capital LLC | 81,580 | $1,556,000 | 1.07% |
| 3D/L Capital Management, LLC | 150,431 | $2,869,000 | 0.85% |
| PBMares Wealth Management LLC | 82,010 | $1,564,000 | 0.68% |