DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 199 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,188,581 | -8.2% | 169,542 | -12.6% | 0.47% | -12.5% |
| 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 | 2,414,612 | $100,302,995 | 24.22% |
| Core Wealth Management, Inc. | 1,349,572 | $56,061,203 | 22.74% |
| Elser Financial Planning, Inc | 3,104,999 | $128,981,676 | 21.55% |
| Creative Capital Management Investments LLC | 784,889 | $32,604,289 | 15.84% |
| Grunden Financial Advisory, Inc. | 702,503 | $29,181,964 | 15.24% |
| RCS Financial Planning, LLC | 616,426 | $25,606,341 | 15.10% |
| BCR Wealth Strategies, LLC | 502,862 | $20,888 | 13.59% |
| Truepoint, Inc. | 10,270,744 | $426,646,686 | 12.17% |
| Great Waters Wealth Management | 1,798,026 | $74,689,987 | 11.41% |
| HBK Sorce Advisory LLC | 7,658,779 | $318,145,667 | 11.11% |