DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,278,098 | -2.3% | 6,589,260 | +0.9% | 16.32% | -4.5% |
| Q2 2023 | $173,260,977 | +7.1% | 6,528,296 | +1.4% | 17.09% | -3.6% |
| Q1 2023 | $161,793,460 | +0.5% | 6,435,699 | -4.0% | 17.74% | -8.5% |
| Q4 2022 | $160,946,809 | +19.4% | 6,703,324 | +13.7% | 19.38% | +13.8% |
| Q3 2022 | $134,801,000 | -6.9% | 5,894,225 | -7.4% | 17.03% | -17.0% |
| Q2 2022 | $144,719,000 | +8.5% | 6,364,069 | +25.7% | 20.52% | +4.7% |
| Q1 2022 | $133,326,000 | – | 5,063,641 | – | 19.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,364,069 | $144,719,000 | 20.52% |
| Merriman Wealth Management, LLC | 6,611,375 | $148,756,000 | 10.46% |
| 3D/L Capital Management, LLC | 1,399,229 | $31,483,000 | 8.80% |
| BetterWealth, LLC | 674,292 | $15,172,000 | 7.49% |
| Syverson Strege & Co | 504,187 | $11,344,000 | 4.17% |
| Carlson Capital Management | 1,503,989 | $33,840,000 | 2.98% |
| Crown Wealth Group, LLC | 117,795 | $2,650,000 | 2.40% |
| REDW Wealth LLC | 227,525 | $5,119,000 | 1.88% |
| Applied Capital LLC | 114,731 | $2,581,000 | 1.77% |
| LIBERTY WEALTH MANAGEMENT LLC | 159,999 | $3,599,000 | 1.46% |