DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 184 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
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 | 1,808,125 | $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% |