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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,984 | +2.4% | 293,709 | +1.9% | 2.22% | +1.9% |
Q2 2023 | $6,819 | +6.9% | 288,330 | +7.7% | 2.18% | +2.5% |
Q1 2023 | $6,376 | +22.0% | 267,816 | +13.8% | 2.12% | -18.6% |
Q4 2022 | $5,226 | -99.7% | 235,332 | +110.0% | 2.61% | +69.8% |
Q3 2022 | $2,080,000 | +93.3% | 112,086 | +119.2% | 1.54% | +71.8% |
Q2 2022 | $1,076,000 | – | 51,126 | – | 0.90% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merriman Wealth Management, LLC | 6,697,047 | $124,297,000 | 8.14% |
Callan Capital, LLC | 1,171,103 | $21,736,000 | 3.54% |
Steward Financial Group LLC | 112,086 | $2,080,000 | 1.54% |
Asset Dedication, LLC | 736,509 | $13,669,000 | 1.50% |
BetterWealth, LLC | 150,231 | $2,788,000 | 1.43% |
COLLECTIVE FAMILY OFFICE LLC | 147,666 | $2,741,000 | 1.36% |
LIBERTY WEALTH MANAGEMENT LLC | 254,925 | $4,727,000 | 1.26% |
Derbend Asset Management | 71,219 | $1,322,000 | 1.05% |
Henrickson Nauta Wealth Advisors, Inc. | 56,939 | $1,057,000 | 1.01% |
MONOGRAPH WEALTH ADVISORS, LLC | 160,895 | $2,986,000 | 0.98% |