DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 7 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 5,894,225 | $134,801,000 | 17.03% |
LIBERTY WEALTH MANAGEMENT LLC | 1,927,200 | $41,110,000 | 10.96% |
Merriman Wealth Management, LLC | 7,145,034 | $152,475,000 | 9.99% |
3D/L Capital Management, LLC | 1,386,536 | $29,589,000 | 8.78% |
LVZ, Inc. | 2,212,702 | $47,219,000 | 8.20% |
BetterWealth, LLC | 713,159 | $15,219,000 | 7.83% |
Crown Wealth Group, LLC | 310,309 | $6,622,000 | 6.79% |
Syverson Strege & Co | 507,325 | $10,826,000 | 5.49% |
Aprio Wealth Management, LLC | 551,395 | $11,767,000 | 4.73% |
Applied Capital LLC | 180,655 | $3,855,000 | 2.65% |