DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 69 filers reported holding DIMENSIONAL ETF TRUST in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,281 | +2.2% | 439,988 | +3.2% | 1.48% | -50.7% |
| Q1 2024 | $17,888 | -5.8% | 426,414 | -4.8% | 3.01% | -12.0% |
| Q4 2023 | $18,983 | -1.8% | 447,714 | -6.5% | 3.42% | +10.9% |
| Q3 2023 | $19,334 | -5.8% | 478,932 | -2.6% | 3.08% | +17.6% |
| Q2 2023 | $20,516 | +0.8% | 491,643 | +2.6% | 2.62% | -29.2% |
| Q1 2023 | $20,360 | +3.9% | 479,067 | +1.5% | 3.70% | -16.7% |
| Q4 2022 | $19,597 | -99.6% | 471,984 | -90.2% | 4.45% | +302.1% |
| Q3 2022 | $4,811,000 | +83.7% | 4,811,105 | +7913.7% | 1.11% | +175.8% |
| Q2 2022 | $2,619,000 | +12995.0% | 60,036 | -93.4% | 0.40% | +360.9% |
| Q1 2022 | $20,000 | -94.0% | 915,518 | +13238.0% | 0.09% | +93.3% |
| Q4 2021 | $335,000 | – | 6,864 | – | 0.04% | – |
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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% |