DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 5 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,609,361 | +7.6% | 89,407 | +11.2% | 2.71% | +2.5% |
| Q2 2023 | $3,354,675 | +8.8% | 80,390 | +10.8% | 2.65% | +2.5% |
| Q1 2023 | $3,083,205 | +55.8% | 72,546 | +52.2% | 2.58% | +38.8% |
| Q4 2022 | $1,978,511 | -70.9% | 47,652 | -69.5% | 1.86% | -69.9% |
| Q2 2022 | $6,807,000 | -8.6% | 156,061 | -2.8% | 6.17% | +19.0% |
| Q1 2022 | $7,450,000 | – | 160,559 | – | 5.19% | – |
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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% |