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 | $1,260,432 | -3.3% | 31,222 | 0.0% | 1.51% | -2.9% |
| Q2 2023 | $1,302,894 | -12.8% | 31,222 | -11.2% | 1.55% | -19.2% |
| Q1 2023 | $1,493,918 | +2.4% | 35,151 | 0.0% | 1.92% | +17.8% |
| Q4 2022 | $1,459,470 | +20.4% | 35,151 | +18.7% | 1.63% | +16.0% |
| Q3 2022 | $1,212,000 | -92.7% | 29,604 | -92.2% | 1.41% | -89.5% |
| Q2 2022 | $16,543,000 | +21.6% | 379,258 | +29.3% | 13.44% | +23.3% |
| Q1 2022 | $13,607,000 | – | 293,259 | – | 10.91% | – |
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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% |