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 | $2,571,152 | -39.1% | 61,896 | -38.5% | 0.02% | -43.3% |
| Q1 2024 | $4,220,055 | -12.0% | 100,597 | -11.0% | 0.03% | -18.9% |
| Q4 2023 | $4,794,113 | +77.0% | 113,069 | +68.6% | 0.04% | +54.2% |
| Q3 2023 | $2,708,060 | +131.8% | 67,081 | +139.6% | 0.02% | +140.0% |
| Q2 2023 | $1,168,308 | +66.2% | 28,001 | +69.3% | 0.01% | +42.9% |
| Q1 2023 | $702,784 | +174.5% | 16,536 | +164.7% | 0.01% | +133.3% |
| Q3 2022 | $256,000 | – | 6,246 | – | 0.00% | – |
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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% |