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 | $7,029,086 | +14.0% | 295,588 | +13.4% | 0.09% | -12.9% |
| Q2 2023 | $6,164,020 | +17.2% | 260,635 | +18.0% | 0.10% | +12.2% |
| Q1 2023 | $5,258,215 | +49.0% | 220,887 | +39.0% | 0.09% | +32.4% |
| Q4 2022 | $3,528,782 | +93.8% | 158,883 | +62.3% | 0.07% | +65.9% |
| Q3 2022 | $1,821,000 | +133.5% | 97,884 | +164.2% | 0.04% | +156.2% |
| Q2 2022 | $780,000 | – | 37,046 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 6,697,047 | $124,297,000 | 8.14% |
| Callan Capital, LLC | 1,171,103 | $21,736,000 | 3.54% |
| Steward Financial Group LLC | 112,086 | $2,080,000 | 1.54% |
| Asset Dedication, LLC | 736,509 | $13,669,000 | 1.50% |
| BetterWealth, LLC | 150,231 | $2,788,000 | 1.43% |
| COLLECTIVE FAMILY OFFICE LLC | 147,666 | $2,741,000 | 1.36% |
| LIBERTY WEALTH MANAGEMENT LLC | 254,925 | $4,727,000 | 1.26% |
| Derbend Asset Management | 71,219 | $1,322,000 | 1.05% |
| Henrickson Nauta Wealth Advisors, Inc. | 56,939 | $1,057,000 | 1.01% |
| MONOGRAPH WEALTH ADVISORS, LLC | 160,895 | $2,986,000 | 0.98% |