DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 184 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,730,937 | +28.6% | 389,669 | +33.0% | 1.49% | +31.5% |
| Q2 2023 | $12,229,981 | +41.9% | 293,074 | +44.5% | 1.14% | +36.4% |
| Q1 2023 | $8,621,499 | +22.5% | 202,859 | +19.7% | 0.83% | +16.2% |
| Q4 2022 | $7,035,896 | +47.1% | 169,458 | +45.1% | 0.72% | +35.9% |
| Q3 2022 | $4,783,000 | +27.8% | 116,821 | +36.1% | 0.53% | +29.8% |
| Q2 2022 | $3,744,000 | +547.8% | 85,829 | +588.8% | 0.41% | +638.2% |
| Q1 2022 | $578,000 | – | 12,461 | – | 0.06% | – |
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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% |