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 | $5,516,905 | -3.0% | 214,749 | +0.2% | 0.70% | -0.3% |
| Q2 2023 | $5,689,284 | +5.7% | 214,366 | +0.1% | 0.70% | -1.3% |
| Q1 2023 | $5,381,316 | +5.4% | 214,054 | +0.7% | 0.71% | -0.7% |
| Q4 2022 | $5,104,327 | -26.8% | 212,592 | -34.9% | 0.71% | -34.7% |
| Q3 2022 | $6,973,000 | +499.1% | 326,746 | +531.7% | 1.09% | +519.3% |
| Q2 2022 | $1,164,000 | – | 51,727 | – | 0.18% | – |
Download | ||||||
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% |