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 | $6,867,219 | +6.7% | 296,128 | +12.7% | 0.04% | +5.1% |
| Q2 2023 | $6,433,176 | +15.9% | 262,793 | +14.5% | 0.04% | +8.3% |
| Q1 2023 | $5,549,893 | +268.6% | 229,524 | +236.1% | 0.04% | +227.3% |
| Q4 2022 | $1,505,857 | +54.0% | 68,293 | +33.1% | 0.01% | +37.5% |
| Q3 2022 | $978,000 | +14.4% | 51,306 | +28.2% | 0.01% | +14.3% |
| Q2 2022 | $855,000 | – | 40,009 | – | 0.01% | – |
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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% |