DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 31 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,536,655 | -7.0% | 483,940 | -3.9% | 0.43% | -8.3% |
| Q2 2023 | $21,009,393 | -8.0% | 503,460 | -6.3% | 0.47% | -28.6% |
| Q1 2023 | $22,840,322 | +2.8% | 537,419 | +0.5% | 0.66% | -9.8% |
| Q4 2022 | $22,208,637 | +134.7% | 534,890 | +131.4% | 0.73% | +60.5% |
| Q3 2022 | $9,462,000 | +21.2% | 231,128 | +29.1% | 0.46% | +16.0% |
| Q2 2022 | $7,808,000 | +67.1% | 179,000 | +77.7% | 0.39% | +74.7% |
| Q1 2022 | $4,672,000 | +273.8% | 100,706 | +303.7% | 0.22% | +251.6% |
| Q4 2021 | $1,250,000 | – | 24,947 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 1,808,125 | $72,994,019 | 27.92% |
| Core Wealth Management, Inc. | 1,144,923 | $46,220,526 | 23.90% |
| Rise Advisors, LLC | 602,500 | $24,322,926 | 19.28% |
| BCR Wealth Strategies, LLC | 477,164 | $19,263 | 15.35% |
| Creative Capital Management Investments LLC | 534,689 | $21,585,395 | 14.80% |
| RCS Financial Planning, LLC | 473,111 | $19,099,479 | 14.59% |
| Truepoint, Inc. | 9,915,957 | $400,307,164 | 12.87% |
| HBK Sorce Advisory LLC | 6,420,017 | $259,176,101 | 11.41% |
| Beaird Harris Wealth Management, LLC | 2,290,899 | $92,483,611 | 11.07% |
| Great Waters Wealth Management | 1,142,206 | $45,745,333 | 9.08% |