DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 138 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.8%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,694,660 | $132,059,171 | 12.73% |
| Verdad Advisers, LP | 304,000 | $7,049,760 | 10.78% |
| Planning Center, Inc. | 1,623,168 | $37,641,266 | 9.78% |
| Aprio Wealth Management, LLC | 1,292,011 | $29,961,724 | 8.23% |
| SATOVSKY ASSET MANAGEMENT LLC | 879,759 | $20,401,605 | 6.91% |
| Carlson Capital Management | 4,625,751 | $107,271,177 | 6.36% |
| CPA Asset Management LLC | 259,116 | $6,008,901 | 4.21% |
| Bridgewater Advisors Inc. | 1,084,258 | $25,143,950 | 4.03% |
| BetterWealth, LLC | 426,776 | $9,896,931 | 3.98% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 381,808 | $8,854,128 | 3.89% |
| Fortress Wealth Management, Inc. | 232,917 | $5,401,344 | 3.49% |
| Merriman Wealth Management, LLC | 2,811,245 | $65,192,772 | 3.37% |
| True Wealth Design, LLC | 405,619 | $9,406,305 | 3.15% |
| Forum Financial Management, LP | 5,915,578 | $137,182,248 | 3.03% |
| FISCHER INVESTMENT STRATEGIES, LLC | 112,461 | $2,607,979 | 2.65% |
| Meredith Wealth Planning | 144,537 | $3,351,822 | 2.49% |
| SAX WEALTH ADVISORS, LLC | 437,591 | $10,147,729 | 2.00% |
| Envision Financial Planning, LLC | 85,711 | $1,987,634 | 1.97% |
| Applied Capital LLC | 114,220 | $2,648,767 | 1.62% |
| RCS Financial Planning, LLC | 88,696 | $2,056,858 | 1.57% |
This page lists DIMENSIONAL ETF TRUST's shareholders in Q3 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.