DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 130 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $672,238 | +3.9% | 28,269 | +3.3% | 0.68% | +13.0% |
Q2 2023 | $647,278 | +12.9% | 27,369 | +13.6% | 0.61% | +18.6% |
Q1 2023 | $573,487 | +12.6% | 24,091 | +5.0% | 0.51% | +9.9% |
Q4 2022 | $509,453 | +29.6% | 22,938 | +8.2% | 0.46% | +24.0% |
Q3 2022 | $393,000 | +38.9% | 21,191 | +57.4% | 0.38% | +42.0% |
Q2 2022 | $283,000 | – | 13,460 | – | 0.26% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merriman Wealth Management, LLC | 7,755,423 | $184,423,963 | 9.54% |
Del-Sette Capital Management, LLC | 235,790 | $5,607,098 | 5.52% |
Planning Center, Inc. | 751,541 | $17,871,645 | 4.64% |
LAM GROUP, INC. | 170,370 | $4,051,399 | 3.98% |
Integris Wealth Management, LLC | 489,360 | $11,636,982 | 3.82% |
Hassell Wealth Management, LLC | 223,529 | $5,022,769 | 3.66% |
Seaside Wealth Management, Inc. | 278,260 | $6,617,030 | 3.36% |
Forum Financial Management, LP | 6,367,210 | $151,412,255 | 3.35% |
KEB ASSET MANAGEMENT, LLC | 322,806 | $7,676,327 | 3.17% |
Delap Wealth Advisory, LLC | 125,740 | $2,990,097 | 2.89% |