DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 104 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,143,950 | -1.4% | 1,084,258 | +4.1% | 4.03% | -21.1% |
| Q2 2023 | $25,488,050 | +5.6% | 1,041,179 | +4.3% | 5.11% | -3.0% |
| Q1 2023 | $24,137,649 | +23.6% | 998,249 | +12.7% | 5.27% | +11.5% |
| Q4 2022 | $19,530,045 | +1140.0% | 885,716 | +972.1% | 4.72% | +983.5% |
| Q3 2022 | $1,575,000 | +134.4% | 82,613 | +162.6% | 0.44% | +213.7% |
| Q2 2022 | $672,000 | – | 31,457 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 4,565,271 | $90,484,000 | 11.43% |
| SATOVSKY ASSET MANAGEMENT LLC | 514,065 | $9,813,000 | 5.64% |
| Carlson Capital Management | 2,352,721 | $44,866,000 | 3.82% |
| BetterWealth, LLC | 380,063 | $7,248,000 | 3.73% |
| Aprio Wealth Management, LLC | 340,904 | $6,501,000 | 2.61% |
| Merriman Wealth Management, LLC | 2,066,579 | $39,410,000 | 2.58% |
| LIBERTY WEALTH MANAGEMENT LLC | 450,468 | $8,585,000 | 2.29% |
| Applied Capital LLC | 81,580 | $1,556,000 | 1.07% |
| 3D/L Capital Management, LLC | 150,431 | $2,869,000 | 0.85% |
| PBMares Wealth Management LLC | 82,010 | $1,564,000 | 0.68% |