DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 133 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,441,656 | +10.7% | 350,926 | +11.9% | 2.60% | +1.9% |
| Q1 2024 | $8,527,001 | +22.7% | 313,608 | +16.3% | 2.55% | +5.2% |
| Q4 2023 | $6,950,569 | +28.0% | 269,559 | +18.1% | 2.42% | +10.7% |
| Q3 2023 | $5,429,236 | +12.6% | 228,311 | +11.9% | 2.19% | +8.7% |
| Q2 2023 | $4,823,205 | +10.8% | 203,941 | +11.5% | 2.02% | +1.8% |
| Q1 2023 | $4,353,316 | +37.1% | 182,874 | +27.9% | 1.98% | +17.2% |
| Q4 2022 | $3,176,230 | +339.3% | 143,009 | +267.0% | 1.69% | +122.2% |
| Q3 2022 | $723,000 | +88.8% | 38,962 | +113.7% | 0.76% | +81.0% |
| Q2 2022 | $383,000 | – | 18,229 | – | 0.42% | – |
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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% |