DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 68 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,677,172 | +8.0% | 41,545 | +11.7% | 0.13% | +6.6% |
| Q2 2023 | $1,552,356 | -1.1% | 37,200 | +0.7% | 0.12% | -5.4% |
| Q1 2023 | $1,569,950 | +6.8% | 36,940 | +4.4% | 0.13% | -2.3% |
| Q4 2022 | $1,469,600 | -56.1% | 35,395 | -56.7% | 0.13% | -61.4% |
| Q3 2022 | $3,350,000 | -41.3% | 81,815 | -37.4% | 0.34% | -39.0% |
| Q2 2022 | $5,703,000 | – | 130,740 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 1,808,125 | $72,994,019 | 27.92% |
| Core Wealth Management, Inc. | 1,144,923 | $46,220,526 | 23.90% |
| Rise Advisors, LLC | 602,500 | $24,322,926 | 19.28% |
| BCR Wealth Strategies, LLC | 477,164 | $19,263 | 15.35% |
| Creative Capital Management Investments LLC | 534,689 | $21,585,395 | 14.80% |
| RCS Financial Planning, LLC | 473,111 | $19,099,479 | 14.59% |
| Truepoint, Inc. | 9,915,957 | $400,307,164 | 12.87% |
| HBK Sorce Advisory LLC | 6,420,017 | $259,176,101 | 11.41% |
| Beaird Harris Wealth Management, LLC | 2,290,899 | $92,483,611 | 11.07% |
| Great Waters Wealth Management | 1,142,206 | $45,745,333 | 9.08% |