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 | $31,028,263 | -61.9% | 1,304,805 | -62.1% | 0.01% | -63.0% |
| Q2 2023 | $81,419,642 | +239.7% | 3,442,691 | +241.9% | 0.03% | +170.0% |
| Q1 2023 | $23,970,373 | +1517.2% | 1,006,947 | +1408.8% | 0.01% | +900.0% |
| Q4 2022 | $1,482,229 | +2.9% | 66,737 | -14.0% | 0.00% | 0.0% |
| Q3 2022 | $1,441,000 | -51.9% | 77,626 | -36.1% | 0.00% | 0.0% |
| Q1 2022 | $2,996,000 | – | 121,401 | – | 0.00% | – |
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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% |