DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 274 filers reported holding DIMENSIONAL ETF TRUST in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,832,613 | +37.3% | 68,190 | +38.7% | 0.02% | +14.3% |
| Q1 2024 | $2,062,918 | +34.4% | 49,176 | +35.9% | 0.01% | +16.7% |
| Q4 2023 | $1,534,583 | +18.6% | 36,193 | +13.0% | 0.01% | -7.7% |
| Q3 2023 | $1,293,576 | +10.8% | 32,043 | +14.5% | 0.01% | +8.3% |
| Q2 2023 | $1,167,480 | +6.3% | 27,977 | +8.3% | 0.01% | 0.0% |
| Q1 2023 | $1,097,800 | -5.0% | 25,831 | -7.1% | 0.01% | +20.0% |
| Q4 2022 | $1,155,086 | -99.8% | 27,820 | -1.5% | 0.01% | +66.7% |
| Q3 2022 | $578,578,000 | +101942.0% | 28,232 | +117.3% | 0.01% | 0.0% |
| Q2 2022 | $567,000 | – | 12,990 | – | 0.01% | – |
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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% |