DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 90 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |