DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 122 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,620,708 | $137,594,933 | 13.57% |
| Planning Center, Inc. | 1,529,443 | $37,440,765 | 9.51% |
| Aprio Wealth Management, LLC | 1,227,107 | $30,039,585 | 8.24% |
| Merriman Wealth Management, LLC | 6,079,156 | $148,817,748 | 7.33% |
| SATOVSKY ASSET MANAGEMENT LLC | 845,863 | $20,706,733 | 7.00% |
| Carlson Capital Management | 4,416,362 | $108,112,541 | 6.53% |
| Bridgewater Advisors Inc. | 1,041,179 | $25,488,050 | 5.11% |
| CPA Asset Management LLC | 250,026 | $6,120,637 | 4.40% |
| BetterWealth, LLC | 426,791 | $10,447,852 | 4.07% |
| Silicon Hills Wealth Management, LLC | 270,002 | $6,609,649 | 3.73% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 345,756 | $8,464,107 | 3.69% |
| Fortress Wealth Management, Inc. | 209,697 | $5,133,373 | 3.32% |
| Verdad Advisers, LP | 80,500 | $1,970,640 | 3.09% |
| True Wealth Design, LLC | 335,155 | $8,204,598 | 3.00% |
| Forum Financial Management, LP | 5,160,797 | $126,336,323 | 2.83% |
| FISCHER INVESTMENT STRATEGIES, LLC | 123,638 | $3,026,648 | 2.78% |
| Meredith Wealth Planning | 108,150 | $2,647,500 | 2.15% |
| SAX WEALTH ADVISORS, LLC | 367,100 | $8,986,604 | 1.79% |
| RCS Financial Planning, LLC | 85,524 | $2,093,637 | 1.73% |
| Applied Capital LLC | 106,931 | $2,617,662 | 1.62% |
This page lists DIMENSIONAL ETF TRUST's shareholders in Q2 2023. To view DIMENSIONAL ETF TRUST's shareholder history, click here.