DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 385 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,284 | -2.5% | 234,637 | +0.9% | 0.08% | -4.7% |
| Q2 2023 | $5,418 | +1.7% | 232,439 | +0.6% | 0.09% | -6.5% |
| Q1 2023 | $5,328 | -99.9% | 231,067 | +3.1% | 0.09% | +7.0% |
| Q4 2022 | $4,840,000 | -99.9% | 224,068 | +4.0% | 0.09% | +6.2% |
| Q3 2022 | $4,068,000,000 | +99362.1% | 215,349 | +12.9% | 0.08% | +2.5% |
| Q2 2022 | $4,090,000 | -13.0% | 190,783 | +1.3% | 0.08% | -3.7% |
| Q1 2022 | $4,699,000 | -99.9% | 188,337 | +37.5% | 0.08% | +30.2% |
| Q4 2021 | $3,575,000,000 | +106552.7% | 136,935 | +5.7% | 0.06% | -6.0% |
| Q3 2021 | $3,352,000 | – | 129,525 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,531,304 | $132,419,407 | 41.21% |
| Core Wealth Management, Inc. | 2,019,386 | $47,071,882 | 23.90% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,482,092 | $104,477,566 | 22.42% |
| Trellis Wealth Advisors LLC | 1,255,037 | $29,254,903 | 19.45% |
| Leading Edge Financial Planning LLC | 1,200,560 | $27,985,048 | 18.31% |
| Creative Capital Management Investments LLC | 1,012,981 | $23,612,587 | 17.01% |
| Onyx Financial Advisors, LLC | 834,774 | $19,458,592 | 16.63% |
| ShankerValleau Wealth Advisors, Inc. | 1,283,086 | $29,908,735 | 16.44% |
| Planning Center, Inc. | 2,693,131 | $62,776,888 | 15.95% |
| Morton Capital Management LLC/CA | 1,843,905 | $42,981,420 | 14.68% |