DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 260 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,740,000 | +30.4% | 258,520 | +31.7% | 0.00% | 0.0% |
| Q1 2024 | $8,236,000 | +105.3% | 196,322 | +107.5% | 0.00% | +100.0% |
| Q4 2023 | $4,011,000 | +86.5% | 94,591 | +77.5% | 0.00% | 0.0% |
| Q3 2023 | $2,151,000 | +9.9% | 53,290 | +13.7% | 0.00% | 0.0% |
| Q2 2023 | $1,957,000 | +301.8% | 46,865 | +309.2% | 0.00% | – |
| Q1 2023 | $487,000 | +22.4% | 11,452 | +19.8% | 0.00% | – |
| Q4 2022 | $398,000 | – | 9,558 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 2,414,612 | $100,302,995 | 24.22% |
| Core Wealth Management, Inc. | 1,349,572 | $56,061,203 | 22.74% |
| Elser Financial Planning, Inc | 3,104,999 | $128,981,676 | 21.55% |
| Creative Capital Management Investments LLC | 784,889 | $32,604,289 | 15.84% |
| Grunden Financial Advisory, Inc. | 702,503 | $29,181,964 | 15.24% |
| RCS Financial Planning, LLC | 616,426 | $25,606,341 | 15.10% |
| BCR Wealth Strategies, LLC | 502,862 | $20,888 | 13.59% |
| Truepoint, Inc. | 10,270,744 | $426,646,686 | 12.17% |
| Great Waters Wealth Management | 1,798,026 | $74,689,987 | 11.41% |
| HBK Sorce Advisory LLC | 7,658,779 | $318,145,667 | 11.11% |