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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $33,017,498 | +100.1% | 778,715 | +90.5% | 1.14% | +69.0% |
| Q3 2023 | $16,498,683 | +11.2% | 408,687 | +15.0% | 0.67% | +7.2% |
| Q2 2023 | $14,834,568 | -2.0% | 355,489 | -0.2% | 0.63% | -10.4% |
| Q1 2023 | $15,143,646 | -0.2% | 356,321 | -2.5% | 0.70% | -10.3% |
| Q4 2022 | $15,168,858 | -74.3% | 365,339 | -74.7% | 0.78% | -77.2% |
| Q3 2022 | $59,087,000 | +666.1% | 1,443,268 | +716.2% | 3.44% | +619.0% |
| Q2 2022 | $7,713,000 | – | 176,821 | – | 0.48% | – |
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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% |