DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 80 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $864,385 | +5.9% | 37,274 | +11.8% | 0.88% | +15.2% |
Q2 2023 | $816,507 | +4.0% | 33,354 | +2.7% | 0.76% | +9.3% |
Q1 2023 | $785,149 | +43.8% | 32,471 | +31.1% | 0.70% | +40.6% |
Q4 2022 | $546,068 | +66.5% | 24,765 | +44.1% | 0.50% | +59.1% |
Q3 2022 | $328,000 | +82.2% | 17,182 | +103.5% | 0.31% | +86.3% |
Q2 2022 | $180,000 | – | 8,445 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 5,620,708 | $137,594,933 | 13.57% |
Planning Center, Inc. | 1,529,443 | $37,440,765 | 9.51% |
Aprio Wealth Management, LLC | 1,227,107 | $30,039,585 | 8.24% |
Merriman Wealth Management, LLC | 6,079,156 | $148,817,748 | 7.33% |
SATOVSKY ASSET MANAGEMENT LLC | 845,863 | $20,706,733 | 7.00% |
Carlson Capital Management | 4,416,362 | $108,112,541 | 6.53% |
Bridgewater Advisors Inc. | 1,041,179 | $25,488,050 | 5.11% |
CPA Asset Management LLC | 250,026 | $6,120,637 | 4.40% |
BetterWealth, LLC | 426,791 | $10,447,852 | 4.07% |
Silicon Hills Wealth Management, LLC | 270,002 | $6,609,649 | 3.73% |