DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 156 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,981,233 | -4.3% | 77,121 | -1.2% | 0.14% | -0.7% |
| Q2 2023 | $2,071,138 | +5.2% | 78,038 | -0.4% | 0.14% | +2.3% |
| Q1 2023 | $1,968,941 | +4.3% | 78,319 | -0.4% | 0.13% | -0.7% |
| Q4 2022 | $1,887,276 | +44.6% | 78,604 | +28.5% | 0.13% | +38.1% |
| Q3 2022 | $1,305,000 | +86.7% | 61,165 | +97.0% | 0.10% | +90.2% |
| Q2 2022 | $699,000 | – | 31,048 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,364,069 | $144,719,000 | 20.52% |
| Merriman Wealth Management, LLC | 6,611,375 | $148,756,000 | 10.46% |
| 3D/L Capital Management, LLC | 1,399,229 | $31,483,000 | 8.80% |
| BetterWealth, LLC | 674,292 | $15,172,000 | 7.49% |
| Syverson Strege & Co | 504,187 | $11,344,000 | 4.17% |
| Carlson Capital Management | 1,503,989 | $33,840,000 | 2.98% |
| Crown Wealth Group, LLC | 117,795 | $2,650,000 | 2.40% |
| REDW Wealth LLC | 227,525 | $5,119,000 | 1.88% |
| Applied Capital LLC | 114,731 | $2,581,000 | 1.77% |
| LIBERTY WEALTH MANAGEMENT LLC | 159,999 | $3,599,000 | 1.46% |