DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 23 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,129,134 | +42.6% | 511,060 | +47.3% | 4.62% | +22.4% |
| Q2 2023 | $9,205,003 | +12.7% | 346,835 | +6.8% | 3.78% | +6.3% |
| Q1 2023 | $8,165,607 | +32.8% | 324,805 | +26.8% | 3.55% | +29.6% |
| Q4 2022 | $6,148,714 | +93.1% | 256,090 | +71.7% | 2.74% | +58.3% |
| Q3 2022 | $3,184,000 | +43.4% | 149,192 | +51.2% | 1.73% | +40.8% |
| Q2 2022 | $2,220,000 | +295.0% | 98,648 | +361.9% | 1.23% | +308.6% |
| Q1 2022 | $562,000 | – | 21,355 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 6,589,260 | $169,278,098 | 16.32% |
| Aprio Wealth Management, LLC | 1,889,002 | $48,528,463 | 13.33% |
| Safeguard Investment Advisory Group, LLC | 1,056,979 | $27,153,782 | 11.82% |
| FINANCIAL CONSULATE, INC | 1,002,335 | $25,749,981 | 11.37% |
| Planning Center, Inc. | 1,596,280 | $41,008,433 | 10.66% |
| Merriman Wealth Management, LLC | 7,784,610 | $199,986,629 | 10.34% |
| 3D/L Capital Management, LLC | 1,194,035 | $30,674,778 | 9.97% |
| Verdad Advisers, LP | 251,500 | $6,461,035 | 9.88% |
| Leading Edge Financial Planning LLC | 522,017 | $13,410,630 | 8.59% |
| BetterWealth, LLC | 780,090 | $20,040,500 | 8.07% |