DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 160 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |