DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 133 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $365,370 | -0.8% | 13,580 | +0.2% | 0.09% | -6.2% |
| Q1 2024 | $368,353 | +2.6% | 13,547 | -2.7% | 0.10% | -7.7% |
| Q4 2023 | $358,992 | +8.5% | 13,923 | +0.1% | 0.10% | -5.5% |
| Q3 2023 | $330,753 | +0.6% | 13,909 | +0.1% | 0.11% | +0.9% |
| Q2 2023 | $328,639 | -0.5% | 13,896 | +0.2% | 0.11% | -9.2% |
| Q1 2023 | $330,168 | +7.2% | 13,870 | +0.0% | 0.12% | -6.2% |
| Q4 2022 | $307,953 | +18.0% | 13,866 | -1.3% | 0.13% | -2.3% |
| Q3 2022 | $261,000 | -57.5% | 14,048 | -51.9% | 0.13% | -54.2% |
| Q2 2022 | $614,000 | – | 29,184 | – | 0.29% | – |
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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% |