DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 104 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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 | 4,565,271 | $90,484,000 | 11.43% |
| SATOVSKY ASSET MANAGEMENT LLC | 514,065 | $9,813,000 | 5.64% |
| Carlson Capital Management | 2,352,721 | $44,866,000 | 3.82% |
| BetterWealth, LLC | 380,063 | $7,248,000 | 3.73% |
| Aprio Wealth Management, LLC | 340,904 | $6,501,000 | 2.61% |
| Merriman Wealth Management, LLC | 2,066,579 | $39,410,000 | 2.58% |
| LIBERTY WEALTH MANAGEMENT LLC | 450,468 | $8,585,000 | 2.29% |
| Applied Capital LLC | 81,580 | $1,556,000 | 1.07% |
| 3D/L Capital Management, LLC | 150,431 | $2,869,000 | 0.85% |
| PBMares Wealth Management LLC | 82,010 | $1,564,000 | 0.68% |