DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V872. A total of 31 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,227 | +12.4% | 1,566,183 | +16.2% | 0.13% | +14.9% |
| Q2 2023 | $56,241 | +84.5% | 1,347,740 | +87.9% | 0.11% | +78.1% |
| Q1 2023 | $30,481 | +126.1% | 717,213 | +120.9% | 0.06% | +100.0% |
| Q4 2022 | $13,482 | -99.9% | 324,716 | -12.1% | 0.03% | -17.9% |
| Q3 2022 | $15,117,000 | -4.3% | 369,257 | +2.0% | 0.04% | -4.9% |
| Q2 2022 | $15,788,000 | +50.7% | 361,965 | +60.3% | 0.04% | +70.8% |
| Q1 2022 | $10,477,000 | +441.2% | 225,815 | +484.6% | 0.02% | +500.0% |
| Q4 2021 | $1,936,000 | – | 38,630 | – | 0.00% | – |
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% |