DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
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 | 5,801,358 | $127,919,934 | 15.40% |
Planning Center, Inc. | 1,165,944 | $25,709,065 | 7.82% |
SATOVSKY ASSET MANAGEMENT LLC | 722,664 | $16,017,135 | 6.64% |
Aprio Wealth Management, LLC | 793,528 | $17,497,301 | 6.15% |
Carlson Capital Management | 3,053,939 | $67,339,356 | 4.86% |
Bridgewater Advisors Inc. | 885,716 | $19,530,045 | 4.72% |
CPA Asset Management LLC | 246,369 | $5,432,436 | 4.15% |
BetterWealth, LLC | 410,409 | $9,049,528 | 4.07% |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 305,716 | $6,741,038 | 3.26% |
True Wealth Design, LLC | 286,386 | $6,314,819 | 2.92% |