DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 221 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,186,511 | -1.0% | 44,100 | 0.0% | 0.59% | +1.7% |
| Q1 2024 | $1,199,079 | +44.4% | 44,100 | +37.0% | 0.58% | +30.5% |
| Q4 2023 | $830,277 | +65.5% | 32,200 | +52.6% | 0.44% | +24.9% |
| Q3 2023 | $501,758 | +0.5% | 21,100 | 0.0% | 0.35% | +14.2% |
| Q2 2023 | $499,015 | -0.7% | 21,100 | 0.0% | 0.31% | -4.3% |
| Q1 2023 | $502,286 | – | 21,100 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 506,591 | $13,629,831 | 12.63% |
| Merriman Wealth Management, LLC | 8,386,412 | $225,636,412 | 9.86% |
| MB Generational Wealth, LLC | 458,074 | $12,324,481 | 9.55% |
| Shotwell Rutter Baer Inc | 222,103 | $6,067,863 | 5.38% |
| Keyes, Stange & Wooten Wealth Management, LLC | 277,270 | $7,459,950 | 5.19% |
| Del-Sette Capital Management, LLC | 224,936 | $6,051,882 | 4.97% |
| Physician Wealth Solutions Inc. | 240,655 | $6,474,834 | 4.62% |
| Financial Architects, LLC | 240,915 | $6,481,818 | 4.41% |
| Private Wealth Management Group, LLC | 375,564 | $10,104,550 | 4.38% |
| Integris Wealth Management, LLC | 537,953 | $14,473,648 | 4.18% |