DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 23 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,406,677 | -0.1% | 33,709 | +1.8% | 0.79% | -5.9% |
| Q1 2023 | $1,407,411 | -76.7% | 33,116 | -77.2% | 0.84% | -81.2% |
| Q4 2022 | $6,036,076 | -1.8% | 145,378 | -3.1% | 4.48% | -8.1% |
| Q3 2022 | $6,144,000 | -16.3% | 150,073 | -10.8% | 4.88% | -9.1% |
| Q2 2022 | $7,337,000 | -50.2% | 168,203 | -47.0% | 5.37% | -42.9% |
| Q1 2022 | $14,733,000 | +305.8% | 317,515 | +338.2% | 9.40% | +318.1% |
| Q4 2021 | $3,631,000 | – | 72,455 | – | 2.25% | – |
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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% |