DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 31 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
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 | 1,626,896 | $67,890,371 | 29.13% |
| Core Wealth Management, Inc. | 1,104,125 | $46,075,137 | 23.39% |
| Rise Advisors, LLC | 535,519 | $22,347,200 | 17.28% |
| BCR Wealth Strategies, LLC | 464,528 | $19,384 | 14.99% |
| Truepoint, Inc. | 9,807,900 | $409,283,685 | 13.56% |
| RCS Financial Planning, LLC | 380,664 | $15,885,101 | 13.11% |
| Creative Capital Management Investments LLC | 417,342 | $17,415,682 | 12.55% |
| HBK Sorce Advisory LLC | 6,318,434 | $263,668,232 | 11.15% |
| Beaird Harris Wealth Management, LLC | 2,160,826 | $90,171,258 | 10.79% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 931,159 | $38,857,263 | 9.86% |