DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 291 filers reported holding DIMENSIONAL ETF TRUST in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $12,375,441 | – | 289,281 | – | 1.54% | – |
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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% |