DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 156 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,480,409 | +17.7% | 174,403 | +21.6% | 1.62% | +18.7% |
Q2 2023 | $3,805,057 | +12.2% | 143,371 | +6.3% | 1.36% | +7.9% |
Q1 2023 | $3,392,043 | +11.3% | 134,926 | +6.3% | 1.26% | +2.3% |
Q4 2022 | $3,047,202 | +67.2% | 126,914 | +48.6% | 1.23% | +55.1% |
Q3 2022 | $1,823,000 | +0.8% | 85,414 | +6.2% | 0.80% | +2.6% |
Q2 2022 | $1,809,000 | – | 80,412 | – | 0.78% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 6,589,260 | $169,278,098 | 16.32% |
Aprio Wealth Management, LLC | 1,889,002 | $48,528,463 | 13.33% |
Safeguard Investment Advisory Group, LLC | 1,056,979 | $27,153,782 | 11.82% |
FINANCIAL CONSULATE, INC | 1,002,335 | $25,749,981 | 11.37% |
Planning Center, Inc. | 1,596,280 | $41,008,433 | 10.66% |
Merriman Wealth Management, LLC | 7,784,610 | $199,986,629 | 10.34% |
3D/L Capital Management, LLC | 1,194,035 | $30,674,778 | 9.97% |
Verdad Advisers, LP | 251,500 | $6,461,035 | 9.88% |
Leading Edge Financial Planning LLC | 522,017 | $13,410,630 | 8.59% |
BetterWealth, LLC | 780,090 | $20,040,500 | 8.07% |