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 | $6,654,592 | -0.8% | 164,840 | +2.5% | 0.18% | 0.0% |
| Q2 2023 | $6,711,028 | +6.0% | 160,820 | +8.0% | 0.18% | -1.7% |
| Q1 2023 | $6,330,410 | +154564.3% | 148,951 | +51.1% | 0.18% | +52.5% |
| Q4 2022 | $4,093 | -99.9% | 98,574 | -27.5% | 0.12% | -31.4% |
| Q3 2022 | $5,570,000 | +3.8% | 136,052 | +10.6% | 0.17% | +13.9% |
| Q2 2022 | $5,368,000 | -14.0% | 123,050 | -8.5% | 0.15% | -0.7% |
| Q1 2022 | $6,242,000 | +261.6% | 134,528 | +290.6% | 0.15% | +270.7% |
| Q4 2021 | $1,726,000 | – | 34,437 | – | 0.04% | – |
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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% |