DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 123 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $749,740 | +9.6% | 29,218 | -1.0% | 0.05% | +4.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,844,392 | $157,447,929 | 11.92% |
| Planning Center, Inc. | 1,770,907 | $47,708,235 | 10.38% |
| FISCHER INVESTMENT STRATEGIES, LLC | 355,647 | $9,581,123 | 8.38% |
| Aprio Wealth Management, LLC | 1,513,699 | $40,779,047 | 7.99% |
| Bridgewater Advisors Inc. | 1,887,327 | $50,844,577 | 7.61% |
| SATOVSKY ASSET MANAGEMENT LLC | 891,022 | $24,004,129 | 7.02% |
| Oceanside Advisors LLC | 242,627 | $6,536,383 | 5.41% |
| WALDEN WEALTH PARTNERS LLC | 333,047 | $8,852,399 | 5.14% |
| GREAT OAK CAPITAL PARTNERS, LLC | 422,240 | $11,375,149 | 5.05% |
| Carlson Capital Management | 3,827,944 | $103,124,812 | 4.87% |