DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 260 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,604,289 | +10.7% | 784,889 | +11.8% | 15.84% | +4.1% |
| Q1 2024 | $29,450,075 | +9.6% | 702,028 | +10.8% | 15.22% | -1.9% |
| Q4 2023 | $26,860,188 | +24.4% | 633,495 | +18.5% | 15.52% | +4.9% |
| Q3 2023 | $21,585,395 | +23.9% | 534,689 | +28.1% | 14.80% | +17.9% |
| Q2 2023 | $17,415,682 | +5.4% | 417,342 | +7.4% | 12.55% | +3.9% |
| Q1 2023 | $16,521,124 | +127073.6% | 388,739 | +24.2% | 12.07% | +6.5% |
| Q4 2022 | $12,991 | – | 312,876 | – | 11.34% | – |
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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% |