DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 180 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,164,238 | +9.2% | 75,646 | -1.9% | 0.14% | +4.4% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FISCHER INVESTMENT STRATEGIES, LLC | 522,938 | $16,728,792 | 16.31% |
| Adero Partners, LLC | 6,751,837 | $215,991,252 | 15.75% |
| Grunden Financial Advisory, Inc. | 815,968 | $26,102,842 | 13.63% |
| Safeguard Investment Advisory Group, LLC | 1,369,030 | $43,813,623 | 13.61% |
| MB Generational Wealth, LLC | 545,496 | $17,450,417 | 13.52% |
| Oceanside Advisors LLC | 512,919 | $16,408,287 | 13.26% |
| Aprio Wealth Management, LLC | 2,228,963 | $71,304,515 | 12.99% |
| Christopher J. Hasenberg, Inc | 861,948 | $27,573,717 | 12.49% |
| Merriman Wealth Management, LLC | 8,211,229 | $262,677,222 | 11.48% |
| Meredith Wealth Planning | 663,875 | $21,237,348 | 11.13% |