DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 75 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,453,085 | -6.4% | 54,008 | -5.4% | 0.50% | -7.6% |
| Q1 2024 | $1,552,957 | +5.1% | 57,115 | -0.3% | 0.54% | -2.7% |
| Q4 2023 | $1,477,248 | +7.2% | 57,291 | -1.1% | 0.55% | -4.0% |
| Q3 2023 | $1,378,051 | -0.2% | 57,950 | -0.7% | 0.58% | +1.1% |
| Q2 2023 | $1,380,427 | -2.9% | 58,369 | -2.2% | 0.57% | -7.9% |
| Q1 2023 | $1,421,087 | +8.3% | 59,697 | +9.2% | 0.62% | -4.5% |
| Q4 2022 | $1,311,678 | +29.2% | 54,662 | 0.0% | 0.65% | +22.3% |
| Q3 2022 | $1,015,000 | – | 54,662 | – | 0.53% | – |
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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% |