DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 196 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667,478 | -3.0% | 16,534 | +0.3% | 0.43% | -3.4% |
| Q2 2023 | $688,128 | -22.2% | 16,490 | -20.7% | 0.44% | -22.6% |
| Q1 2023 | $884,128 | +3.6% | 20,803 | +1.2% | 0.57% | -3.1% |
| Q4 2022 | $853,194 | +24.9% | 20,549 | +23.1% | 0.59% | +9.3% |
| Q3 2022 | $683,000 | +17.6% | 16,687 | +25.3% | 0.54% | +24.7% |
| Q2 2022 | $581,000 | +155.9% | 13,316 | +172.4% | 0.43% | +114.4% |
| Q1 2022 | $227,000 | – | 4,888 | – | 0.20% | – |
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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% |