DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 23 filers reported holding DIMENSIONAL ETF TRUST in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,414,798 | +2.0% | 183,671 | +5.4% | 3.20% | +2.9% |
| Q2 2023 | $7,271,411 | +65.1% | 174,249 | +68.1% | 3.11% | +43.4% |
| Q1 2023 | $4,405,168 | +27.2% | 103,651 | +24.3% | 2.17% | +12.3% |
| Q4 2022 | $3,461,896 | +45.2% | 83,379 | +43.2% | 1.93% | +23.0% |
| Q3 2022 | $2,384,000 | -15.0% | 58,229 | -9.4% | 1.57% | -16.6% |
| Q2 2022 | $2,804,000 | +156.3% | 64,293 | +194.6% | 1.88% | +174.2% |
| Q4 2021 | $1,094,000 | – | 21,824 | – | 0.69% | – |
Download | ||||||
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% |