Spire Wealth Management - DIMENSIONAL ETF TRUST ownership

DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 160 filers reported holding DIMENSIONAL ETF TRUST in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.8%.

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 Q4 2022
NameSharesValueWeighting ↓
WPWealth LLP 1,808,125$72,994,01927.92%
Core Wealth Management, Inc. 1,144,923$46,220,52623.90%
Rise Advisors, LLC 602,500$24,322,92619.28%
BCR Wealth Strategies, LLC 477,164$19,26315.35%
Creative Capital Management Investments LLC 534,689$21,585,39514.80%
RCS Financial Planning, LLC 473,111$19,099,47914.59%
Truepoint, Inc. 9,915,957$400,307,16412.87%
HBK Sorce Advisory LLC 6,420,017$259,176,10111.41%
Beaird Harris Wealth Management, LLC 2,290,899$92,483,61111.07%
Great Waters Wealth Management 1,142,206$45,745,3339.08%
View complete list of DIMENSIONAL ETF TRUST shareholders