DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,191,476 | -5.1% | 51,379 | +0.1% | 0.40% | -4.6% |
| Q2 2023 | $1,256,032 | +1.4% | 51,309 | +0.2% | 0.42% | -8.2% |
| Q1 2023 | $1,238,790 | +9.7% | 51,232 | 0.0% | 0.45% | -3.4% |
| Q4 2022 | $1,129,666 | +139.8% | 51,232 | +107.4% | 0.47% | +98.3% |
| Q3 2022 | $471,000 | +45.8% | 24,700 | +63.1% | 0.24% | +56.3% |
| Q2 2022 | $323,000 | – | 15,142 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,620,708 | $137,594,933 | 13.57% |
| Planning Center, Inc. | 1,529,443 | $37,440,765 | 9.51% |
| Aprio Wealth Management, LLC | 1,227,107 | $30,039,585 | 8.24% |
| Merriman Wealth Management, LLC | 6,079,156 | $148,817,748 | 7.33% |
| SATOVSKY ASSET MANAGEMENT LLC | 845,863 | $20,706,733 | 7.00% |
| Carlson Capital Management | 4,416,362 | $108,112,541 | 6.53% |
| Bridgewater Advisors Inc. | 1,041,179 | $25,488,050 | 5.11% |
| CPA Asset Management LLC | 250,026 | $6,120,637 | 4.40% |
| BetterWealth, LLC | 426,791 | $10,447,852 | 4.07% |
| Silicon Hills Wealth Management, LLC | 270,002 | $6,609,649 | 3.73% |