DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 75 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,825,230 | +10.0% | 118,807 | +9.4% | 0.83% | +9.9% |
Q2 2023 | $2,569,005 | +18.2% | 108,626 | +19.0% | 0.76% | +10.5% |
Q1 2023 | $2,172,873 | +34.2% | 91,278 | +25.2% | 0.68% | -6.2% |
Q4 2022 | $1,618,931 | +143.1% | 72,892 | +103.1% | 0.73% | +147.1% |
Q3 2022 | $666,000 | +13.8% | 35,894 | +37.4% | 0.30% | +34.7% |
Q2 2022 | $585,000 | – | 26,131 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Merriman Wealth Management, LLC | 6,697,047 | $124,297,000 | 8.14% |
Callan Capital, LLC | 1,171,103 | $21,736,000 | 3.54% |
Steward Financial Group LLC | 112,086 | $2,080,000 | 1.54% |
Asset Dedication, LLC | 736,509 | $13,669,000 | 1.50% |
BetterWealth, LLC | 150,231 | $2,788,000 | 1.43% |
COLLECTIVE FAMILY OFFICE LLC | 147,666 | $2,741,000 | 1.36% |
LIBERTY WEALTH MANAGEMENT LLC | 254,925 | $4,727,000 | 1.26% |
Derbend Asset Management | 71,219 | $1,322,000 | 1.05% |
Henrickson Nauta Wealth Advisors, Inc. | 56,939 | $1,057,000 | 1.01% |
MONOGRAPH WEALTH ADVISORS, LLC | 160,895 | $2,986,000 | 0.98% |