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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,296,324 | +33.5% | 131,195 | +38.0% | 0.06% | +52.4% |
| Q2 2023 | $3,966,509 | +62.1% | 95,052 | +65.1% | 0.04% | +40.0% |
| Q1 2023 | $2,446,768 | +328.0% | 57,571 | +318.1% | 0.03% | +50.0% |
| Q4 2022 | $571,689 | +6.3% | 13,769 | +4.9% | 0.02% | -4.8% |
| Q3 2022 | $538,000 | -17.0% | 13,132 | -11.6% | 0.02% | -19.2% |
| Q2 2022 | $648,000 | -5.1% | 14,851 | +0.8% | 0.03% | +8.3% |
| Q1 2022 | $683,000 | +20.0% | 14,729 | +29.7% | 0.02% | +26.3% |
| Q4 2021 | $569,000 | – | 11,360 | – | 0.02% | – |
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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% |