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 | $7,827,703 | -29.6% | 193,899 | -27.3% | 0.54% | -27.0% |
| Q2 2023 | $11,126,303 | -4.4% | 266,626 | -2.7% | 0.73% | -6.9% |
| Q1 2023 | $11,644,278 | +17.9% | 273,983 | +15.2% | 0.79% | +12.6% |
| Q4 2022 | $9,872,709 | +43.0% | 237,782 | +41.0% | 0.70% | +36.8% |
| Q3 2022 | $6,902,000 | -16.2% | 168,585 | -10.7% | 0.51% | -15.1% |
| Q2 2022 | $8,234,000 | – | 188,764 | – | 0.60% | – |
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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% |