DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V880. A total of 11 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,019,782 | -2.4% | 2,398,747 | +1.0% | 0.59% | +0.2% |
| Q2 2023 | $55,361,343 | +4.0% | 2,375,004 | +2.9% | 0.58% | -2.3% |
| Q1 2023 | $53,244,571 | +7.7% | 2,308,958 | +0.9% | 0.60% | +2.7% |
| Q4 2022 | $49,448,664 | +16.0% | 2,289,290 | +1.5% | 0.58% | +4.5% |
| Q3 2022 | $42,624,000 | +10556.0% | 2,256,420 | +11994.2% | 0.56% | +11060.0% |
| Q2 2022 | $400,000 | -23.8% | 18,657 | -11.3% | 0.01% | -16.7% |
| Q1 2022 | $525,000 | -7.1% | 21,037 | -2.7% | 0.01% | 0.0% |
| Q4 2021 | $565,000 | +4.2% | 21,627 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $542,000 | – | 20,926 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Geometric Wealth Advisors | 5,763,629 | $129,796,930 | 40.46% |
| Core Wealth Management, Inc. | 2,067,118 | $46,551,505 | 24.07% |
| MONOGRAPH WEALTH ADVISORS, LLC | 4,720,198 | $106,298,859 | 21.02% |
| Trellis Wealth Advisors LLC | 1,363,668 | $30,709,807 | 19.32% |
| Creative Capital Management Investments LLC | 1,148,834 | $25,871,742 | 17.73% |
| ShankerValleau Wealth Advisors, Inc. | 1,333,585 | $30,032,334 | 16.88% |
| Onyx Financial Advisors, LLC | 859,365 | $19,352,909 | 16.63% |
| Planning Center, Inc. | 2,740,926 | $61,725,644 | 16.04% |
| New Capital Management LP | 2,015,355 | $45,385,784 | 15.74% |
| Morton Capital Management LLC/CA | 1,907,140 | $42,948,784 | 15.21% |