DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 160 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $400,307,164 | -2.2% | 9,915,957 | +1.1% | 12.87% | -5.1% |
Q2 2023 | $409,283,685 | +0.9% | 9,807,900 | +2.7% | 13.56% | -3.0% |
Q1 2023 | $405,706,582 | +5.0% | 9,546,037 | +2.6% | 13.98% | +0.0% |
Q4 2022 | $386,451,749 | +862.9% | 9,307,605 | +849.5% | 13.98% | +580.2% |
Q3 2022 | $40,134,000 | – | 980,310 | – | 2.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WPWealth LLP | 1,626,896 | $67,890,371 | 29.13% |
Core Wealth Management, Inc. | 1,104,125 | $46,075,137 | 23.39% |
Rise Advisors, LLC | 535,519 | $22,347,200 | 17.28% |
BCR Wealth Strategies, LLC | 464,528 | $19,384 | 14.99% |
Truepoint, Inc. | 9,807,900 | $409,283,685 | 13.56% |
RCS Financial Planning, LLC | 380,664 | $15,885,101 | 13.11% |
Creative Capital Management Investments LLC | 417,342 | $17,415,682 | 12.55% |
HBK Sorce Advisory LLC | 6,318,434 | $263,668,232 | 11.15% |
Beaird Harris Wealth Management, LLC | 2,160,826 | $90,171,258 | 10.79% |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 931,159 | $38,857,263 | 9.86% |