DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 7 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,218 | -61.8% | 8,378 | -60.5% | 0.15% | -62.8% |
| Q2 2023 | $562,908 | +32.4% | 21,210 | +25.4% | 0.39% | +17.0% |
| Q1 2023 | $425,090 | +21.9% | 16,909 | +16.5% | 0.34% | +8.4% |
| Q4 2022 | $348,631 | +15.1% | 14,520 | +2.2% | 0.31% | +10.3% |
| Q3 2022 | $303,000 | – | 14,201 | – | 0.28% | – |
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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% |