DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merriman Wealth Management, LLC | 6,697,047 | $124,297,000 | 8.14% |
Callan Capital, LLC | 1,171,103 | $21,736,000 | 3.54% |
Steward Financial Group LLC | 112,086 | $2,080,000 | 1.54% |
Asset Dedication, LLC | 736,509 | $13,669,000 | 1.50% |
BetterWealth, LLC | 150,231 | $2,788,000 | 1.43% |
COLLECTIVE FAMILY OFFICE LLC | 147,666 | $2,741,000 | 1.36% |
LIBERTY WEALTH MANAGEMENT LLC | 254,925 | $4,727,000 | 1.26% |
Derbend Asset Management | 71,219 | $1,322,000 | 1.05% |
Henrickson Nauta Wealth Advisors, Inc. | 56,939 | $1,057,000 | 1.01% |
MONOGRAPH WEALTH ADVISORS, LLC | 160,895 | $2,986,000 | 0.98% |