DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,467,567 | +1.5% | 187,871 | +0.9% | 1.80% | +5.0% |
Q2 2023 | $4,401,799 | +1.0% | 186,123 | +1.6% | 1.71% | -2.9% |
Q1 2023 | $4,359,060 | +13.0% | 183,115 | +5.5% | 1.76% | +1.6% |
Q4 2022 | $3,856,503 | +38.3% | 173,638 | +15.6% | 1.74% | +21.1% |
Q3 2022 | $2,788,000 | 0.0% | 150,231 | +13.4% | 1.43% | +4.2% |
Q2 2022 | $2,788,000 | – | 132,461 | – | 1.38% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merriman Wealth Management, LLC | 7,755,423 | $184,423,963 | 9.54% |
Del-Sette Capital Management, LLC | 235,790 | $5,607,098 | 5.52% |
Planning Center, Inc. | 751,541 | $17,871,645 | 4.64% |
LAM GROUP, INC. | 170,370 | $4,051,399 | 3.98% |
Integris Wealth Management, LLC | 489,360 | $11,636,982 | 3.82% |
Hassell Wealth Management, LLC | 223,529 | $5,022,769 | 3.66% |
Seaside Wealth Management, Inc. | 278,260 | $6,617,030 | 3.36% |
Forum Financial Management, LP | 6,367,210 | $151,412,255 | 3.35% |
KEB ASSET MANAGEMENT, LLC | 322,806 | $7,676,327 | 3.17% |
Delap Wealth Advisory, LLC | 125,740 | $2,990,097 | 2.89% |