DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 183 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $456,620 | +4.1% | 16,972 | +5.2% | 0.24% | +1.7% |
| Q1 2024 | $438,714 | -6.7% | 16,135 | -11.5% | 0.24% | -13.1% |
| Q4 2023 | $470,003 | +59.2% | 18,228 | +46.9% | 0.28% | +52.8% |
| Q3 2023 | $295,165 | +2.4% | 12,412 | +1.8% | 0.18% | +16.9% |
| Q2 2023 | $288,320 | -56.9% | 12,191 | -56.6% | 0.15% | -45.4% |
| Q1 2023 | $668,587 | +40.5% | 28,086 | +31.1% | 0.28% | +21.0% |
| Q4 2022 | $475,971 | +266.1% | 21,430 | +206.0% | 0.23% | +288.3% |
| Q3 2022 | $130,000 | +4.8% | 7,003 | +19.0% | 0.06% | +7.1% |
| Q2 2022 | $124,000 | – | 5,886 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Merriman Wealth Management, LLC | 7,451,794 | $177,389,974 | 9.14% |
| Del-Sette Capital Management, LLC | 254,416 | $6,056,373 | 5.96% |
| Planning Center, Inc. | 686,763 | $16,860,032 | 4.63% |
| Sensible Money, LLC | 224,038 | $5,333,217 | 4.60% |
| LAM GROUP, INC. | 163,390 | $3,889,499 | 3.81% |
| Hassell Wealth Management, LLC | 199,934 | $4,812,418 | 3.53% |
| Delap Wealth Advisory, LLC | 124,750 | $2,969,674 | 3.04% |
| KEB ASSET MANAGEMENT, LLC | 279,007 | $6,641,762 | 2.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 519,149 | $12,358,334 | 2.90% |
| Steward Financial Group LLC | 267,816 | $6,376 | 2.12% |