DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,814,582 | +2.2% | 148,485 | +5.6% | 2.13% | +2.4% |
| Q2 2023 | $3,732,892 | +19.5% | 140,652 | +13.2% | 2.08% | +11.1% |
| Q1 2023 | $3,124,201 | +58.3% | 124,272 | +51.1% | 1.88% | +45.0% |
| Q4 2022 | $1,974,000 | +404.9% | 82,230 | +348.2% | 1.29% | +347.4% |
| Q3 2022 | $391,000 | +164.2% | 18,345 | +179.1% | 0.29% | +165.1% |
| Q2 2022 | $148,000 | – | 6,574 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,364,069 | $144,719,000 | 20.52% |
| Merriman Wealth Management, LLC | 6,611,375 | $148,756,000 | 10.46% |
| 3D/L Capital Management, LLC | 1,399,229 | $31,483,000 | 8.80% |
| BetterWealth, LLC | 674,292 | $15,172,000 | 7.49% |
| Syverson Strege & Co | 504,187 | $11,344,000 | 4.17% |
| Carlson Capital Management | 1,503,989 | $33,840,000 | 2.98% |
| Crown Wealth Group, LLC | 117,795 | $2,650,000 | 2.40% |
| REDW Wealth LLC | 227,525 | $5,119,000 | 1.88% |
| Applied Capital LLC | 114,731 | $2,581,000 | 1.77% |
| LIBERTY WEALTH MANAGEMENT LLC | 159,999 | $3,599,000 | 1.46% |