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 | $1,385,874 | -2.9% | 53,946 | +0.3% | 1.41% | +5.7% |
| Q2 2023 | $1,427,349 | +6.7% | 53,781 | +1.0% | 1.34% | +12.1% |
| Q1 2023 | $1,338,328 | +28.5% | 53,235 | +22.8% | 1.19% | +25.6% |
| Q4 2022 | $1,041,122 | +58.0% | 43,362 | +40.4% | 0.95% | +51.0% |
| Q3 2022 | $659,000 | +107.2% | 30,889 | +118.3% | 0.63% | +111.8% |
| Q2 2022 | $318,000 | +158.5% | 14,152 | +202.3% | 0.30% | +120.0% |
| Q1 2022 | $123,000 | – | 4,682 | – | 0.14% | – |
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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% |