DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 91 filers reported holding DIMENSIONAL ETF TRUST in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,118,124 | -0.4% | 98,355 | -0.2% | 0.55% | -5.1% |
| Q1 2024 | $4,136,102 | -15.0% | 98,596 | -14.1% | 0.58% | -18.4% |
| Q4 2023 | $4,866,672 | -5.6% | 114,780 | -10.1% | 0.72% | -16.5% |
| Q3 2023 | $5,155,935 | +34.3% | 127,717 | +38.8% | 0.86% | +23.8% |
| Q2 2023 | $3,838,951 | -1.8% | 91,995 | 0.0% | 0.69% | -10.0% |
| Q1 2023 | $3,909,788 | +4.5% | 91,995 | +2.0% | 0.77% | -15.1% |
| Q4 2022 | $3,742,903 | -70.6% | 90,147 | -71.0% | 0.91% | -75.3% |
| Q3 2022 | $12,721,327 | -11.8% | 310,731 | -6.0% | 3.66% | -8.9% |
| Q2 2022 | $14,417,064 | – | 330,515 | – | 4.02% | – |
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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% |