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 | 1,626,896 | $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% |