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 | $29,945,450 | +10.5% | 720,882 | +11.6% | 2.47% | +11.3% |
| Q1 2024 | $27,108,379 | +18.9% | 646,207 | +20.2% | 2.22% | +12.1% |
| Q4 2023 | $22,792,724 | +44.9% | 537,564 | +38.0% | 1.98% | +32.7% |
| 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 | 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% |