DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 83 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,390,320 | +44.7% | 170,896 | +49.5% | 0.05% | +41.2% |
Q2 2023 | $3,034,199 | +32.4% | 114,325 | +25.4% | 0.03% | +17.2% |
Q1 2023 | $2,291,392 | +40.9% | 91,145 | +34.3% | 0.03% | -34.1% |
Q4 2022 | $1,626,611 | +416.4% | 67,867 | +359.6% | 0.04% | +780.0% |
Q3 2022 | $315,000 | – | 14,765 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 6,589,260 | $169,278,098 | 16.32% |
Aprio Wealth Management, LLC | 1,889,002 | $48,528,463 | 13.33% |
Safeguard Investment Advisory Group, LLC | 1,056,979 | $27,153,782 | 11.82% |
FINANCIAL CONSULATE, INC | 1,002,335 | $25,749,981 | 11.37% |
Planning Center, Inc. | 1,596,280 | $41,008,433 | 10.66% |
Merriman Wealth Management, LLC | 7,784,610 | $199,986,629 | 10.34% |
3D/L Capital Management, LLC | 1,194,035 | $30,674,778 | 9.97% |
Verdad Advisers, LP | 251,500 | $6,461,035 | 9.88% |
Leading Edge Financial Planning LLC | 522,017 | $13,410,630 | 8.59% |
BetterWealth, LLC | 780,090 | $20,040,500 | 8.07% |