DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V831. A total of 199 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,357,664 | +33.6% | 1,224,584 | +30.3% | 0.01% | +33.3% |
Q2 2023 | $24,971,873 | +38.2% | 939,499 | +25.3% | 0.01% | +12.5% |
Q4 2022 | $18,070,200 | +85.7% | 749,801 | +79.1% | 0.01% | +100.0% |
Q3 2022 | $9,732,000 | +93.6% | 418,576 | +94.1% | 0.00% | +100.0% |
Q2 2022 | $5,026,000 | +83666.7% | 215,600 | +93639.1% | 0.00% | – |
Q1 2022 | $6,000 | – | 230 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Adero Partners, LLC | 6,364,069 | $144,719,000 | 20.52% |
Merriman Wealth Management, LLC | 6,611,375 | $148,756,000 | 10.46% |
3D/L Capital Management, LLC | 1,399,229 | $31,483,000 | 8.80% |
BetterWealth, LLC | 674,292 | $15,172,000 | 7.49% |
Syverson Strege & Co | 504,187 | $11,344,000 | 4.17% |
Carlson Capital Management | 1,503,989 | $33,840,000 | 2.98% |
Crown Wealth Group, LLC | 117,795 | $2,650,000 | 2.40% |
REDW Wealth LLC | 227,525 | $5,119,000 | 1.88% |
Applied Capital LLC | 114,731 | $2,581,000 | 1.77% |
LIBERTY WEALTH MANAGEMENT LLC | 159,999 | $3,599,000 | 1.46% |