DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 168 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $268,298 | -8.0% | 9,948 | -7.6% | 0.15% | -14.5% |
| Q1 2024 | $291,624 | -7.4% | 10,767 | -11.8% | 0.17% | -22.1% |
| Q4 2023 | $314,938 | +2.2% | 12,214 | -7.5% | 0.22% | -9.4% |
| Q3 2023 | $308,243 | +2.0% | 13,201 | +3.3% | 0.24% | +1.2% |
| Q2 2023 | $302,318 | +24.9% | 12,783 | +25.7% | 0.24% | +15.8% |
| Q1 2023 | $242,121 | – | 10,171 | – | 0.21% | – |
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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% |