DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 203 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,356,246 | +71.3% | 529,012 | +77.0% | 7.52% | +46.9% |
| Q2 2023 | $12,469,422 | +4.5% | 298,812 | +6.4% | 5.12% | -1.5% |
| Q1 2023 | $11,933,756 | +11.8% | 280,794 | +9.3% | 5.20% | +9.2% |
| Q4 2022 | $10,671,071 | -1.9% | 257,010 | -3.3% | 4.76% | -19.6% |
| Q3 2022 | $10,880,000 | +9.4% | 265,747 | +16.6% | 5.92% | +7.4% |
| Q2 2022 | $9,943,000 | -9.7% | 227,950 | -3.9% | 5.51% | -6.4% |
| Q1 2022 | $11,006,000 | -6.3% | 237,199 | +1.2% | 5.89% | -15.6% |
| Q4 2021 | $11,745,000 | – | 234,337 | – | 6.97% | – |
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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% |