DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,824,522 | +5.2% | 148,872 | +8.7% | 1.56% | +4.2% |
| Q2 2023 | $3,634,865 | +11.2% | 136,958 | +5.3% | 1.49% | +3.9% |
| Q1 2023 | $3,269,834 | +30.1% | 130,065 | +24.3% | 1.44% | +23.8% |
| Q4 2022 | $2,512,719 | +33.7% | 104,653 | +18.8% | 1.16% | +16.8% |
| Q3 2022 | $1,880,000 | +57.9% | 88,083 | +66.4% | 0.99% | +69.7% |
| Q2 2022 | $1,191,000 | +76.2% | 52,939 | +100.7% | 0.58% | +80.0% |
| Q1 2022 | $676,000 | – | 26,377 | – | 0.32% | – |
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% |