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 | $2,555,502 | +198.1% | 63,302 | +208.1% | 3.33% | +179.3% |
| Q2 2023 | $857,301 | +124.6% | 20,544 | +128.7% | 1.19% | +129.9% |
| Q1 2023 | $381,778 | +70.6% | 8,983 | +66.6% | 0.52% | +62.4% |
| Q4 2022 | $223,834 | -14.2% | 5,391 | -15.5% | 0.32% | -19.4% |
| Q3 2022 | $261,000 | -4.7% | 6,381 | +1.6% | 0.40% | -0.8% |
| Q2 2022 | $274,000 | +10.5% | 6,281 | +12.3% | 0.40% | +34.8% |
| Q1 2022 | $248,000 | +22.2% | 5,591 | +37.7% | 0.30% | +27.0% |
| Q4 2021 | $203,000 | – | 4,060 | – | 0.23% | – |
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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% |