DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. 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 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,537,902 | -0.3% | 94,311 | +0.7% | 0.09% | +95.7% |
| Q1 2024 | $2,545,942 | +19.2% | 93,635 | +9.3% | 0.05% | -35.2% |
| Q4 2023 | $2,136,558 | +20.9% | 85,702 | +15.3% | 0.07% | +6.0% |
| Q3 2023 | $1,766,925 | +2.7% | 74,303 | +2.1% | 0.07% | +4.7% |
| Q2 2023 | $1,720,538 | -0.7% | 72,750 | +0.0% | 0.06% | -4.5% |
| Q1 2023 | $1,731,814 | +109231.7% | 72,735 | +2.0% | 0.07% | -24.7% |
| Q4 2022 | $1,584 | -98.1% | 71,325 | +1724.2% | 0.09% | +2866.7% |
| Q2 2022 | $82,000 | – | 3,910 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 506,591 | $13,629,831 | 12.63% |
| Merriman Wealth Management, LLC | 8,386,412 | $225,636,412 | 9.86% |
| MB Generational Wealth, LLC | 458,074 | $12,324,481 | 9.55% |
| Shotwell Rutter Baer Inc | 222,103 | $6,067,863 | 5.38% |
| Keyes, Stange & Wooten Wealth Management, LLC | 277,270 | $7,459,950 | 5.19% |
| Del-Sette Capital Management, LLC | 224,936 | $6,051,882 | 4.97% |
| Physician Wealth Solutions Inc. | 240,655 | $6,474,834 | 4.62% |
| Financial Architects, LLC | 240,915 | $6,481,818 | 4.41% |
| Private Wealth Management Group, LLC | 375,564 | $10,104,550 | 4.38% |
| Integris Wealth Management, LLC | 537,953 | $14,473,648 | 4.18% |