DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 2 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,370,647 | -4.3% | 102,227 | +1.0% | 0.86% | -3.5% |
| Q2 2023 | $2,477,905 | +5.8% | 101,222 | +4.5% | 0.89% | +1.7% |
| Q1 2023 | $2,342,054 | +10.9% | 96,859 | +1.2% | 0.87% | +2.0% |
| Q4 2022 | $2,111,355 | +35.0% | 95,753 | +16.8% | 0.85% | +25.2% |
| Q3 2022 | $1,564,000 | +49.1% | 82,010 | +67.0% | 0.68% | +51.6% |
| Q2 2022 | $1,049,000 | – | 49,120 | – | 0.45% | – |
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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% |