DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 130 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,427,371 | +1.6% | 60,024 | +1.0% | 0.51% | +0.8% |
| Q2 2023 | $1,405,449 | -1.5% | 59,427 | -0.9% | 0.51% | -6.4% |
| Q1 2023 | $1,427,372 | +9.3% | 59,961 | +2.0% | 0.54% | -2.5% |
| Q4 2022 | $1,306,015 | +25.1% | 58,803 | +4.5% | 0.56% | +21.3% |
| Q3 2022 | $1,044,000 | +14.0% | 56,248 | +29.3% | 0.46% | +16.1% |
| Q2 2022 | $916,000 | – | 43,503 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |
| Forum Financial Management, LP | 3,006,092 | $71,560,016 | 2.07% |