DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 75 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,526,119 | +6.8% | 354,065 | +7.9% | 3.20% | +5.1% |
| Q1 2024 | $8,922,589 | +12.0% | 328,157 | +6.2% | 3.05% | +3.8% |
| Q4 2023 | $7,966,998 | +3.8% | 308,978 | -4.3% | 2.94% | -7.3% |
| Q3 2023 | $7,676,327 | +11.3% | 322,806 | +10.7% | 3.17% | +10.9% |
| Q2 2023 | $6,895,016 | +3.8% | 291,544 | +4.5% | 2.86% | -1.7% |
| Q1 2023 | $6,641,762 | +10.7% | 279,007 | +3.3% | 2.90% | -8.9% |
| Q4 2022 | $5,997,144 | +299.5% | 270,020 | +233.9% | 3.19% | +233.1% |
| Q3 2022 | $1,501,000 | – | 80,870 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Miramar Fiduciary Corp | 506,591 | $13,629,831 | 12.63% |
| Merriman Wealth Management, LLC | 8,386,412 | $225,636,412 | 9.86% |
| MB Generational Wealth, LLC | 458,074 | $12,324,481 | 9.55% |
| Shotwell Rutter Baer Inc | 222,103 | $6,067,863 | 5.38% |
| Keyes, Stange & Wooten Wealth Management, LLC | 277,270 | $7,459,950 | 5.19% |
| Del-Sette Capital Management, LLC | 224,936 | $6,051,882 | 4.97% |
| Physician Wealth Solutions Inc. | 240,655 | $6,474,834 | 4.62% |
| Financial Architects, LLC | 240,915 | $6,481,818 | 4.41% |
| Private Wealth Management Group, LLC | 375,564 | $10,104,550 | 4.38% |
| Integris Wealth Management, LLC | 537,953 | $14,473,648 | 4.18% |