DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 56 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,112,100 | -6.7% | 47,956 | -1.5% | 0.40% | -7.4% |
| Q2 2023 | $1,192,249 | -2.3% | 48,703 | -3.5% | 0.43% | -7.3% |
| Q1 2023 | $1,220,389 | +15.1% | 50,471 | +5.0% | 0.47% | +2.6% |
| Q4 2022 | $1,060,230 | +150.6% | 48,083 | +116.6% | 0.45% | +142.8% |
| Q3 2022 | $423,000 | +85.5% | 22,198 | +107.8% | 0.19% | +88.9% |
| Q2 2022 | $228,000 | – | 10,684 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,694,660 | $132,059,171 | 12.73% |
| Verdad Advisers, LP | 304,000 | $7,049,760 | 10.78% |
| Planning Center, Inc. | 1,623,168 | $37,641,266 | 9.78% |
| Aprio Wealth Management, LLC | 1,292,011 | $29,961,724 | 8.23% |
| SATOVSKY ASSET MANAGEMENT LLC | 879,759 | $20,401,605 | 6.91% |
| Carlson Capital Management | 4,625,751 | $107,271,177 | 6.36% |
| CPA Asset Management LLC | 259,116 | $6,008,901 | 4.21% |
| Bridgewater Advisors Inc. | 1,084,258 | $25,143,950 | 4.03% |
| BetterWealth, LLC | 426,776 | $9,896,931 | 3.98% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 381,808 | $8,854,128 | 3.89% |