DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 203 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,851,327 | -20.5% | 171,842 | -17.6% | 0.37% | -17.6% |
| Q2 2023 | $8,621,889 | +5.7% | 208,611 | +8.3% | 0.45% | -5.9% |
| Q1 2023 | $8,156,856 | +9.9% | 192,651 | +10.3% | 0.48% | +4.8% |
| Q4 2022 | $7,422,413 | +10.8% | 174,645 | +5.0% | 0.45% | -5.0% |
| Q3 2022 | $6,697,000 | -8.3% | 166,308 | +0.9% | 0.48% | -14.2% |
| Q1 2022 | $7,300,000 | +1.5% | 164,790 | +9.4% | 0.56% | +9.2% |
| Q4 2021 | $7,191,000 | – | 150,635 | – | 0.51% | – |
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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% |