DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 168 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,095,065 | +0.9% | 197,598 | -6.9% | 0.26% | -12.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |