DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,669,558 | +14.9% | 115,117 | +21.3% | 0.00% | 0.0% |
Q2 2023 | $2,322,416 | -34.2% | 94,870 | -35.0% | 0.00% | -42.9% |
Q1 2023 | $3,528,925 | +23.4% | 145,944 | +12.6% | 0.01% | +16.7% |
Q4 2022 | $2,859,000 | +2499.1% | 129,664 | +2155.0% | 0.01% | – |
Q3 2022 | $110,000 | – | 5,750 | – | 0.00% | – |
Download |
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% |