DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 69 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,167,457 | +17.9% | 774,373 | +19.0% | 8.85% | +8.4% |
| Q1 2024 | $27,294,366 | +21.8% | 650,640 | +23.1% | 8.16% | +4.4% |
| Q4 2023 | $22,407,274 | +23.4% | 528,467 | +17.5% | 7.82% | +6.8% |
| Q3 2023 | $18,158,358 | +24.1% | 449,798 | +28.3% | 7.32% | +19.8% |
| Q2 2023 | $14,629,375 | +12.1% | 350,572 | +14.2% | 6.11% | +3.1% |
| Q1 2023 | $13,045,673 | +52.6% | 306,957 | +49.1% | 5.93% | +30.4% |
| Q4 2022 | $8,549,425 | +590.6% | 205,911 | +580.7% | 4.55% | +249.5% |
| Q3 2022 | $1,238,000 | +385.5% | 30,251 | +416.2% | 1.30% | +364.6% |
| Q2 2022 | $255,000 | – | 5,860 | – | 0.28% | – |
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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% |