DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 2 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,694,660 | $132,059,171 | 12.73% |
| Verdad Advisers, LP | 304,000 | $7,049,760 | 10.78% |
| Planning Center, Inc. | 1,623,168 | $37,641,266 | 9.78% |
| Aprio Wealth Management, LLC | 1,292,011 | $29,961,724 | 8.23% |
| SATOVSKY ASSET MANAGEMENT LLC | 879,759 | $20,401,605 | 6.91% |
| Carlson Capital Management | 4,625,751 | $107,271,177 | 6.36% |
| CPA Asset Management LLC | 259,116 | $6,008,901 | 4.21% |
| Bridgewater Advisors Inc. | 1,084,258 | $25,143,950 | 4.03% |
| BetterWealth, LLC | 426,776 | $9,896,931 | 3.98% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 381,808 | $8,854,128 | 3.89% |