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 | $15,288,885 | -3.2% | 378,719 | +0.3% | 5.14% | -1.2% |
| Q2 2023 | $15,794,471 | -1.3% | 377,640 | +0.2% | 5.20% | -7.6% |
| Q1 2023 | $16,010,134 | +2.9% | 376,709 | +0.5% | 5.63% | +1.8% |
| Q4 2022 | $15,555,634 | +0.5% | 374,654 | -0.8% | 5.53% | -8.7% |
| Q3 2022 | $15,473,000 | -6.1% | 377,556 | -0.1% | 6.06% | -9.8% |
| Q2 2022 | $16,484,000 | -16.2% | 377,903 | -11.3% | 6.72% | +4.9% |
| Q1 2022 | $19,668,000 | +9.0% | 426,148 | +15.5% | 6.40% | +1.1% |
| Q4 2021 | $18,041,000 | – | 368,954 | – | 6.33% | – |
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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% |