DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 43 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,401,605 | -1.5% | 879,759 | +4.0% | 6.91% | -1.2% |
| Q2 2023 | $20,706,733 | +1.7% | 845,863 | +1.3% | 7.00% | -7.7% |
| Q1 2023 | $20,360,787 | +27.1% | 834,694 | +15.5% | 7.58% | +14.1% |
| Q4 2022 | $16,017,135 | +63.2% | 722,664 | +40.6% | 6.64% | +17.7% |
| Q3 2022 | $9,813,000 | +31.9% | 514,065 | +51.3% | 5.64% | +29.7% |
| Q2 2022 | $7,440,000 | – | 339,727 | – | 4.35% | – |
Download | ||||||
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% |