DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 31 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531 | +0.8% | 13,145 | +4.2% | 0.04% | -8.9% |
| Q2 2023 | $527 | -0.4% | 12,620 | +1.5% | 0.04% | -10.0% |
| Q1 2023 | $529 | -25.2% | 12,436 | -27.0% | 0.05% | -39.0% |
| Q4 2022 | $707 | -99.9% | 17,028 | -9.9% | 0.08% | -14.6% |
| Q3 2022 | $774,000 | +17.3% | 18,897 | +25.0% | 0.10% | +21.5% |
| Q2 2022 | $660,000 | +153.8% | 15,122 | +170.1% | 0.08% | +182.1% |
| Q1 2022 | $260,000 | – | 5,599 | – | 0.03% | – |
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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% |