Spire Wealth Management - DIMENSIONAL ETF TRUST ownership

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
Spire Wealth Management ownership history of DIMENSIONAL ETF TRUST
ValueSharesWeighting
Q3 2023$703,725
+19.6%
17,432
+23.6%
0.03%
+22.7%
Q2 2023$588,330
+0.5%
14,099
+2.3%
0.02%
-4.3%
Q1 2023$585,480
+274773.2%
13,776
+169.1%
0.02%
+91.7%
Q4 2022$213
-99.8%
5,119
+126.1%
0.01%
+100.0%
Q3 2022$93,0002,2640.01%
Other shareholders
DIMENSIONAL ETF TRUST shareholders Q3 2022
NameSharesValueWeighting ↓
WPWealth LLP 1,626,896$67,890,37129.13%
Core Wealth Management, Inc. 1,104,125$46,075,13723.39%
Rise Advisors, LLC 535,519$22,347,20017.28%
BCR Wealth Strategies, LLC 464,528$19,38414.99%
Truepoint, Inc. 9,807,900$409,283,68513.56%
RCS Financial Planning, LLC 380,664$15,885,10113.11%
Creative Capital Management Investments LLC 417,342$17,415,68212.55%
HBK Sorce Advisory LLC 6,318,434$263,668,23211.15%
Beaird Harris Wealth Management, LLC 2,160,826$90,171,25810.79%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 931,159$38,857,2639.86%
View complete list of DIMENSIONAL ETF TRUST shareholders