DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 125 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,814,374 | -2.3% | 148,477 | +0.9% | 0.02% | 0.0% |
| Q2 2023 | $3,903,503 | +105485.7% | 147,080 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $3,697 | +4.7% | 147,080 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $3,531 | -49.6% | 147,080 | +43673.8% | 0.02% | – |
| Q3 2022 | $7,000 | – | 336 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,894,225 | $134,801,000 | 17.03% |
| LIBERTY WEALTH MANAGEMENT LLC | 1,927,200 | $41,110,000 | 10.96% |
| Merriman Wealth Management, LLC | 7,145,034 | $152,475,000 | 9.99% |
| 3D/L Capital Management, LLC | 1,386,536 | $29,589,000 | 8.78% |
| LVZ, Inc. | 2,212,702 | $47,219,000 | 8.20% |
| BetterWealth, LLC | 713,159 | $15,219,000 | 7.83% |
| Crown Wealth Group, LLC | 310,309 | $6,622,000 | 6.79% |
| Syverson Strege & Co | 507,325 | $10,826,000 | 5.49% |
| Aprio Wealth Management, LLC | 551,395 | $11,767,000 | 4.73% |
| Applied Capital LLC | 180,655 | $3,855,000 | 2.65% |