DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V815. A total of 217 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,951,991 | +13.9% | 984,688 | +15.6% | 1.66% | +15.6% |
| Q2 2023 | $21,898,918 | +21.0% | 852,098 | +17.4% | 1.43% | +15.9% |
| Q1 2023 | $18,094,863 | +124263.3% | 725,827 | +23.6% | 1.24% | +20.8% |
| Q4 2022 | $14,550 | -99.8% | 587,387 | +58.8% | 1.02% | +63.9% |
| Q3 2022 | $8,062,000 | +132.8% | 369,975 | +141.0% | 0.62% | +138.2% |
| Q2 2022 | $3,463,000 | +456.8% | 153,505 | +535.7% | 0.26% | +523.8% |
| Q1 2022 | $622,000 | – | 24,149 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hassell Wealth Management, LLC | 415,894 | $11,008,716 | 8.25% |
| Merriman Wealth Management, LLC | 6,266,747 | $155,227,312 | 7.96% |
| BetterWealth, LLC | 571,590 | $14,158,278 | 6.37% |
| Leading Edge Financial Planning LLC | 243,192 | $6,023,868 | 5.21% |
| Stordahl Capital Management, Inc. | 640,830 | $15,873,365 | 5.20% |
| JMG Financial Group, Ltd. | 3,736,621 | $92,556 | 5.08% |
| RCS Financial Planning, LLC | 178,719 | $4,426,875 | 4.30% |
| Advisory Services & Investments, LLC | 166,336 | $4,120,132 | 4.10% |
| VANCE WEALTH, INC. | 246,868 | $6,114,920 | 3.81% |
| Cahill Wealth Management, LLC | 173,098 | $4,803,464 | 3.49% |