DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V781. A total of 221 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 | $2,826,735 | +2.1% | 105,064 | +3.2% | 0.97% | +1.4% |
| Q1 2024 | $2,767,305 | +7.5% | 101,777 | +1.9% | 0.95% | -0.4% |
| Q4 2023 | $2,574,828 | +11.1% | 99,858 | +2.5% | 0.96% | +0.2% |
| Q3 2023 | $2,317,231 | -1.6% | 97,445 | -2.1% | 0.96% | +1.7% |
| Q2 2023 | $2,354,323 | +21.5% | 99,549 | +22.3% | 0.94% | +14.1% |
| Q1 2023 | $1,937,597 | +10.6% | 81,395 | +3.2% | 0.82% | +9.3% |
| Q4 2022 | $1,751,315 | – | 78,853 | – | 0.75% | – |
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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% |