DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $684,107 | -5.2% | 29,500 | +0.1% | 0.05% | -2.1% |
| Q2 2023 | $721,274 | +0.2% | 29,464 | -1.0% | 0.05% | -2.0% |
| Q1 2023 | $719,537 | -18.4% | 29,758 | -25.6% | 0.05% | -21.0% |
| Q4 2022 | $882,252 | +13.4% | 40,011 | -1.9% | 0.06% | +6.9% |
| Q3 2022 | $778,000 | +30.5% | 40,790 | +46.2% | 0.06% | +31.8% |
| Q2 2022 | $596,000 | – | 27,891 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,620,708 | $137,594,933 | 13.57% |
| Planning Center, Inc. | 1,529,443 | $37,440,765 | 9.51% |
| Aprio Wealth Management, LLC | 1,227,107 | $30,039,585 | 8.24% |
| Merriman Wealth Management, LLC | 6,079,156 | $148,817,748 | 7.33% |
| SATOVSKY ASSET MANAGEMENT LLC | 845,863 | $20,706,733 | 7.00% |
| Carlson Capital Management | 4,416,362 | $108,112,541 | 6.53% |
| Bridgewater Advisors Inc. | 1,041,179 | $25,488,050 | 5.11% |
| CPA Asset Management LLC | 250,026 | $6,120,637 | 4.40% |
| BetterWealth, LLC | 426,791 | $10,447,852 | 4.07% |
| Silicon Hills Wealth Management, LLC | 270,002 | $6,609,649 | 3.73% |