DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 184 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296,327 | -43.4% | 7,338 | -35.6% | 0.01% | +18.2% |
Q2 2023 | $523,128 | +88.0% | 11,396 | +105.2% | 0.01% | -8.3% |
Q1 2023 | $278,215 | +87942.7% | 5,554 | -12.0% | 0.01% | +50.0% |
Q4 2022 | $316 | -99.9% | 6,312 | +36.9% | 0.01% | +33.3% |
Q3 2022 | $232,000 | +26.8% | 4,610 | +26.6% | 0.01% | 0.0% |
Q2 2022 | $183,000 | -1.6% | 3,642 | -1.8% | 0.01% | +200.0% |
Q1 2022 | $186,000 | +6100.0% | 3,708 | +5518.2% | 0.00% | – |
Q4 2021 | $3,000 | – | 66 | – | 0.00% | – |
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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% |