DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 199 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,231,123 | +1.3% | 150,729 | +2.2% | 3.44% | -5.5% |
| Q1 2024 | $6,152,861 | +6.6% | 147,515 | +8.4% | 3.64% | -10.5% |
| Q4 2023 | $5,771,997 | -2.0% | 136,132 | -7.3% | 4.07% | -13.1% |
| Q3 2023 | $5,890,249 | +1.4% | 146,852 | +5.5% | 4.68% | +0.9% |
| Q2 2023 | $5,809,484 | +61.1% | 139,216 | +64.1% | 4.64% | +49.1% |
| Q1 2023 | $3,605,700 | +235.5% | 84,840 | +227.7% | 3.12% | +295.3% |
| Q4 2022 | $1,074,828 | – | 25,887 | – | 0.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WPWealth LLP | 2,414,612 | $100,302,995 | 24.22% |
| Core Wealth Management, Inc. | 1,349,572 | $56,061,203 | 22.74% |
| Elser Financial Planning, Inc | 3,104,999 | $128,981,676 | 21.55% |
| Creative Capital Management Investments LLC | 784,889 | $32,604,289 | 15.84% |
| Grunden Financial Advisory, Inc. | 702,503 | $29,181,964 | 15.24% |
| RCS Financial Planning, LLC | 616,426 | $25,606,341 | 15.10% |
| BCR Wealth Strategies, LLC | 502,862 | $20,888 | 13.59% |
| Truepoint, Inc. | 10,270,744 | $426,646,686 | 12.17% |
| Great Waters Wealth Management | 1,798,026 | $74,689,987 | 11.41% |
| HBK Sorce Advisory LLC | 7,658,779 | $318,145,667 | 11.11% |