DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 196 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,793 | -12.3% | 14,337 | -9.3% | 0.34% | -10.2% |
| Q2 2023 | $659,716 | -6.2% | 15,809 | -4.5% | 0.38% | -5.2% |
| Q1 2023 | $703,524 | -75.7% | 16,554 | -76.3% | 0.40% | -79.3% |
| Q4 2022 | $2,895,049 | +1.8% | 69,727 | +0.4% | 1.94% | -5.1% |
| Q3 2022 | $2,843,000 | -28.0% | 69,433 | -23.3% | 2.05% | -22.6% |
| Q2 2022 | $3,948,000 | -15.9% | 90,514 | -10.5% | 2.65% | -15.7% |
| Q1 2022 | $4,694,000 | – | 101,171 | – | 3.14% | – |
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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% |