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 | $2,873,375 | -0.3% | 71,176 | +3.1% | 0.46% | +15.2% |
| Q2 2023 | $2,881,415 | +123.3% | 69,049 | +127.4% | 0.40% | +113.8% |
| Q1 2023 | $1,290,385 | +14.0% | 30,362 | +11.4% | 0.19% | +6.2% |
| Q4 2022 | $1,131,503 | +32.6% | 27,252 | +30.8% | 0.18% | +19.6% |
| Q3 2022 | $853,000 | +12.5% | 20,836 | +19.9% | 0.15% | +16.5% |
| Q2 2022 | $758,000 | – | 17,378 | – | 0.13% | – |
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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% |