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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,944,070 | +24.1% | 482,440 | +25.9% | 2.28% | +22.5% |
| Q1 2024 | $16,073,184 | +21.8% | 383,151 | +23.1% | 1.86% | +13.6% |
| Q4 2023 | $13,196,491 | +200.0% | 311,238 | +183.4% | 1.64% | +174.5% |
| Q3 2023 | $4,398,932 | +39.9% | 109,836 | +45.8% | 0.60% | +40.5% |
| Q2 2023 | $3,144,564 | +20.9% | 75,355 | +23.2% | 0.42% | +5.5% |
| Q1 2023 | $2,599,980 | +23.1% | 61,176 | +20.3% | 0.40% | +24.0% |
| Q4 2022 | $2,111,998 | – | 50,867 | – | 0.32% | – |
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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% |