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 | $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% | – |
Download | ||||||
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% |