DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 152 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,049,493 | +20.9% | 212,342 | +20.2% | 0.30% | +18.7% |
| Q2 2023 | $4,176,543 | -2.8% | 176,598 | -2.2% | 0.25% | -9.4% |
| Q1 2023 | $4,298,683 | +5.3% | 180,579 | -1.8% | 0.28% | -5.8% |
| Q4 2022 | $4,082,309 | +4.6% | 183,805 | -12.6% | 0.30% | -11.1% |
| Q3 2022 | $3,901,000 | – | 210,209 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |
| Forum Financial Management, LP | 3,006,092 | $71,560,016 | 2.07% |