DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 187 filers reported holding DIMENSIONAL ETF TRUST in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,079,933 | +18.2% | 675,973 | +19.4% | 6.57% | -6.7% |
| Q1 2024 | $23,748,963 | +5.2% | 566,125 | +6.3% | 7.04% | -17.0% |
| Q4 2023 | $22,580,610 | +43.3% | 532,562 | +36.4% | 8.48% | +1.7% |
| Q3 2023 | $15,757,635 | +14.2% | 390,330 | +18.0% | 8.34% | +1.6% |
| Q2 2023 | $13,803,071 | +29.3% | 330,771 | +31.7% | 8.22% | +7.9% |
| Q1 2023 | $10,673,946 | – | 251,152 | – | 7.61% | – |
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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% |