DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 164 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,549,842 | +14.3% | 58,885 | +17.0% | 0.56% | +11.0% |
Q1 2024 | $1,355,666 | -4.0% | 50,322 | -8.5% | 0.51% | -11.6% |
Q4 2023 | $1,411,671 | +56.6% | 55,014 | +41.6% | 0.58% | +39.5% |
Q3 2023 | $901,205 | +35.5% | 38,862 | +43.1% | 0.41% | +35.4% |
Q2 2023 | $664,970 | +440.6% | 27,164 | +387.0% | 0.30% | +400.0% |
Q4 2022 | $123,003 | – | 5,578 | – | 0.06% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 5,613,073 | $135,724,112 | 14.88% |
Planning Center, Inc. | 1,500,954 | $37,178,631 | 10.22% |
Aprio Wealth Management, LLC | 1,243,818 | $30,075,529 | 9.26% |
SATOVSKY ASSET MANAGEMENT LLC | 834,694 | $20,360,787 | 7.58% |
Litman Gregory Wealth Management LLC | 834,694 | $20,360,787 | 7.58% |
Carlson Capital Management | 3,909,057 | $94,520,994 | 6.11% |
Bridgewater Advisors Inc. | 998,249 | $24,137,649 | 5.27% |
CPA Asset Management LLC | 248,475 | $6,008,126 | 4.49% |
BetterWealth, LLC | 424,834 | $10,272,497 | 4.16% |
Silicon Hills Wealth Management, LLC | 271,170 | $6,556,891 | 3.93% |